Arkadios Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Arkadios Wealth Advisors’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	$873K	Sell
2025 Q2	$2.49M	Buy
2025 Q1	$551K	Buy
2022 Q2	–	Sell
2022 Q1	$402K	Sell
2021 Q4	$615K	Hold
2021 Q3	$562K	Buy
2021 Q2	$447K	Buy