Alpha Cubed Investments’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
Q2
$321K Buy
13,115
+2,214
+20% +$54.1K 0.01% 225
2025
Q1
$241K Buy
+10,901
New +$241K 0.01% 252
2024
Q3
Sell
-10,407
Closed -$223K 295
2024
Q2
$223K Buy
+10,407
New +$223K 0.01% 253