YorkBridge Wealth Partners’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
2017 Q3	–	Sell	-1,500	Closed	-$14K	–	906
2017 Q2	$14K	Sell	1,500 -858	-36%	-$8.01K	0.01%	586
2017 Q1	$22K	Buy	2,358 +840	+55%	+$7.84K	0.01%	488
2016 Q4	$13K	Buy	+1,518	New	+$13K	0.01%	538