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

Balance Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.7M	Sell
2025 Q2	$13.3M	Buy
2025 Q1	$11.6M	Buy