Balanced Rock Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Balanced Rock Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$478K	Sell
2025 Q2	$443K	Sell
2025 Q1	$401K	Sell
2024 Q4	$427K	Sell
2024 Q3	$437K	Sell
2024 Q2	$420K	Hold
2024 Q1	$406K	Sell
2023 Q4	$373K	Buy