Bond & Devick Financial Network’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bond & Devick Financial Network’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
2026 Q2	$247K	Hold	8,390	–	–	0.06%	179
2026 Q1	$215K	Sell	8,390 -628	-7%	-$16.8K	0.06%	181
2025 Q4	$243K	Hold	9,018	–	–	0.07%	163
2025 Q3	$238K	Hold	9,018	–	–	0.07%	162
2025 Q2	$220K	Buy	+9,018	New	+$204K	0.07%	160
2025 Q1	–	Sell	-3,006	Closed	-$204K	–	168
2024 Q4	$204K	Sell	3,006 -6,012	-67%	-$140K	0.09%	155
2024 Q3	$204K	Buy	+9,018	New	+$196K	0.09%	155

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Wealth Enhancement Advisory Services

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Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return