Wilson & Boucher Capital Management’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
2024
Q4
Sell
-8,442
Closed -$191K 114
2024
Q3
$191K Buy
+8,442
New +$191K 0.13% 115
2023
Q3
Sell
-8,505
Closed -$148K 110
2023
Q2
$148K Buy
+8,505
New +$148K 0.13% 106