WGC
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Watts Gwilliam & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Watts Gwilliam & Co’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,984
Closed -$338K – 216
2024
Q3 		$338K Buy
+4,984
New +$338K 0.07% 153