BIP Wealth’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
$315K Sell
12,873
-2,187
-15% -$53.5K 0.02% 201
2025
Q1
$333K Hold
15,060
0.02% 194
2024
Q4
$349K Buy
+15,060
New +$349K 0.02% 192