Attessa Capital’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
$9.44M Buy
386,347
+44,934
+13% +$1.1M 6.04% 5
2025
Q1
$7.54M Sell
341,413
-3,846
-1% -$84.9K 4.93% 6
2024
Q4
$8M Buy
+345,259
New +$8M 5.46% 5