Addison 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
$133K Buy
2024
Q1
Sell
2023
Q4
$17K Buy
2023
Q3
$1.16K Buy
2023
Q2
$838 Sell
2023
Q1
$3.19K Hold
2022
Q4
$2.98K Buy
2022
Q2
Sell
2022
Q1
$3K Buy