Cassady Schiller Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.21K	Buy
2024 Q3	$1.02K	Buy
2024 Q2	–	Sell
2024 Q1	$28.2K	Buy
2023 Q2	–	Sell
2023 Q1	$57.8K	Hold
2022 Q4	$53.9K	Buy