AssuredPartners Investment Advisors’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	$457K	Sell	18,699 -42,907	-70%	-$1.05M	0.11%	145
2025 Q1	$1.36M	Buy	61,606 +9,894	+19%	+$218K	0.26%	102
2024 Q4	$1.2M	Buy	+51,712	New	+$1.2M	0.23%	105