Whitney & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-7,050	Closed	-$79K	–	387
2018 Q3	$79K	Hold	7,050	–	–	0.02%	153
2018 Q2	$76K	Hold	7,050	–	–	0.02%	141
2018 Q1	$74K	Sell	7,050 -13,260	-65%	-$139K	0.02%	152
2017 Q4	$216K	Buy	+20,310	New	+$216K	0.06%	108