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

Aprio 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 Q3	$263K	Buy
2025 Q2	$226K	Sell
2025 Q1	$371K	Buy
2024 Q4	$389K	Sell
2024 Q3	$428K	Sell
2024 Q2	$419K	Hold
2024 Q1	$405K	Buy