Brass Tax Wealth Management’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	$12.7M	Buy	520,886 +26,505	+5%	+$648K	2.45%	11
2025 Q1	$10.9M	Sell	494,381 -4,995	-1%	-$110K	2.29%	12
2024 Q4	$11.6M	Buy	499,376 +24,233	+5%	+$562K	2.44%	12
2024 Q3	$10.7M	Buy	+475,143	New	+$10.7M	2.3%	12