AA Financial Advisors’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
2025
Q3
$264K Sell
2025
Q2
$251K Buy
2025
Q1
Sell
2024
Q4
$9.45M Buy
2024
Q3
$9.1M Buy
2024
Q2
$8.5M Sell
2024
Q1
$8.36M Sell
2023
Q4
$7.72M Buy