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Windward Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Windward Private Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,600
Closed -$296K – 48
2021
Q4 		$296K Buy
+15,600
New +$296K 0.11% 42