Barnes Dennig Private 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
Q2
$160K Hold
6,546
0.19% 68
2025
Q1
$145K Buy
+6,546
New +$145K 0.22% 47