A&I Financial Services’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
2025 Q1	–	Sell	-9,924	Closed	-$230K	–	78
2024 Q4	$230K	Buy	+9,924	New	+$230K	0.22%	63