Beacon Financial Group’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	$241K	Hold	9,875	–	–	0.03%	310
2025 Q1	$218K	Buy	9,875 +400	+4%	+$8.83K	0.02%	320
2024 Q4	$220K	Buy	9,475 +325	+4%	+$7.53K	0.02%	313
2024 Q3	$207K	Buy	+9,150	New	+$207K	0.02%	314