WR Wealth Planners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$2.79K Hold
2024
Q3
$2.72K Hold
2024
Q2
$2.57K Sell
2024
Q1
$2.98K Buy