Capital A 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 Q1	$60.2K	Sell	2,728 -269	-9%	-$5.94K	0.06%	134
2024 Q4	$69.5K	Buy	+2,997	New	+$69.5K	0.12%	135