Capital Investment Counsel (Colorado)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$272K Sell
2025
Q1
$350K Sell
2024
Q4
$439K Sell
2024
Q3
$628K Sell
2024
Q2
$798K Sell
2024
Q1
$784K Buy
2023
Q4
$539K Buy