Activest Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Activest Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.45M	Buy
2023 Q4	–	Hold
2023 Q3	–	Hold
2021 Q4	–	Sell
2021 Q3	$1K	Buy