BW
SCHX icon

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

Balance Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.3M Buy
545,608
+18,378
+3% +$449K 7.81% 2
2025
Q1 		$11.6M Buy
+527,230
New +$11.6M 7.56% 1