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Worth Financial Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Worth Financial Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,925
Closed -$334K – 169
2024
Q3 		$334K Buy
4,925
+910
+23% +$61.7K 0.2% 109
2024
Q2 		$258K Buy
+4,015
New +$258K 0.17% 124