B.O.S.S. Retirement Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.89M Buy
2024
Q4
$1.04M Buy
2024
Q1
Sell
2023
Q4
$2.5M Sell
2023
Q3
$3.07M Sell
2023
Q2
$4.62M Buy
2023
Q1
$4.19M Buy
2022
Q4
$3.89M Buy