Birchbrook’s Schwab US Large- Cap ETF SCHX Stock Holding History

Birchbrook’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	$6.45M	Buy
2025 Q2	$5.8M	Sell
2025 Q1	$5.59M	Buy
2024 Q4	$5.65M	Sell
2024 Q3	$5.65M	Buy
2024 Q2	$5.34M	Sell
2024 Q1	$5.2M	Sell
2023 Q4	$5.57M	Buy