Blueprint Investment Partners’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	$8.22M	Buy	336,219 +105,883	+46%	+$2.59M	1.46%	16
2025 Q1	$5.09M	Sell	230,336 -78,322	-25%	-$1.73M	0.93%	28
2024 Q4	$7.15M	Buy	308,658 +212,676	+222%	+$4.93M	1.14%	20
2024 Q3	$2.17M	Buy	+95,982	New	+$2.17M	0.39%	44