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Capstone Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capstone Financial Advisors’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 		$429K Buy
17,567
+1,473
+9% +$36K 0.02% 102
2025
Q1 		$355K Buy
16,094
+216
+1% +$4.77K 0.02% 107
2024
Q4 		$368K Buy
15,878
+329
+2% +$7.63K 0.02% 106
2024
Q3 		$352K Buy
+15,549
New +$352K 0.02% 105