Cary Street Partners’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
Q2
$282K Sell
11,544
-1,000
-8% -$24.4K 0.01% 677
2025
Q1
$277K Sell
12,544
-370
-3% -$8.17K 0.01% 669
2024
Q4
$299K Buy
+12,914
New +$299K 0.01% 628