BOS Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$326K Hold
2025
Q1
$294K Hold
2024
Q4
$309K Hold
2024
Q3
$302K Hold
2024
Q2
$286K Sell
2024
Q1
$299K Sell
2023
Q4
$951K Buy