Aaron Wealth 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
$668K Buy
2025
Q2
$618K Buy
2025
Q1
$462K Sell
2024
Q4
$628K Buy
2024
Q3
$611K Buy
2024
Q2
$575K Hold
2024
Q1
$555K Buy
2023
Q4
$503K Buy
2023
Q3
$419K Sell
2023
Q2
$442K Buy
2023
Q1
$328K Buy