Bright Financial Advisors’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	$398K	Buy	16,292 +48	+0.3%	+$1.17K	0.22%	40
2025 Q1	$359K	Buy	16,244 +50	+0.3%	+$1.1K	0.22%	40
2024 Q4	$375K	Buy	16,194 +54	+0.3%	+$1.25K	0.24%	39
2024 Q3	$365K	Buy	16,140 +99	+0.6%	+$2.24K	0.23%	35
2024 Q2	$344K	Buy	+16,041	New	+$344K	0.24%	34