Cascade Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cascade Financial Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$886K	Buy
2025 Q2	$822K	Sell
2025 Q1	$743K	Buy
2024 Q4	$766K	Sell
2024 Q3	$746K	Buy
2024 Q2	$714K	Sell
2024 Q1	$712K	Buy