Ball & Co Wealth Management’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
Q1
Sell
-3,121
Closed -$72K 70
2024
Q4
$72K Buy
+3,121
New +$72K 0.06% 26