WR Wealth Planners’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	$2.79K	Hold	120	–	–	﹤0.01%	796
2024 Q3	$2.72K	Hold	120	–	–	﹤0.01%	844
2024 Q2	$2.57K	Sell	120 -24	-17%	-$514	﹤0.01%	833
2024 Q1	$2.98K	Buy	+144	New	+$2.98K	﹤0.01%	810