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Burk Holdings’s Schwab US Large- Cap ETF SCHX Stock Holding History

Burk Holdings’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.59M Sell
65,014
-1,091
-2% -$26.7K 1% 24
2025
Q1 		$1.46M Buy
66,105
+17
+0% +$375 1.1% 23
2024
Q4 		$1.53M Buy
+66,088
New +$1.53M 1.24% 22