CAP Partners LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

CAP Partners LLC’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.3M	Buy
2025 Q2	$9.25M	Buy
2025 Q1	$7.04M	Sell
2024 Q4	$7.48M	Sell
2024 Q3	$11.2M	Sell
2024 Q2	$10.7M	Buy
2024 Q1	$9.91M	Sell
2023 Q4	$9.83M	Buy