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

Ariadne Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.26M Hold
49,482
– – 0.6% 39
2025
Q1 		$1.1M Hold
49,482
– – 0.58% 45
2024
Q4 		$1.19M Hold
49,482
– – 0.54% 42
2024
Q3 		$1.17M Buy
+49,482
New +$1.17M 0.64% 37