Burling Wealth Partners’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	$295K	Buy	12,054 +66	+0.6%	+$1.61K	0.05%	152
2025 Q1	$265K	Hold	11,988	–	–	0.06%	147
2024 Q4	$278K	Buy	+11,988	New	+$278K	0.06%	145