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Carter Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Carter Financial Group’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 		$301K Buy
+12,322
New +$301K 0.2% 79
2022
Q1 		$224K Buy
+12,462
New +$224K 0.3% 51