Cetera Investment Advisers’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.8M	Buy	1,589,316 +226,428	+17%	+$6.07M	0.04%	436
2025 Q4	$36.7M	Buy	1,362,888 +252,766	+23%	+$6.75M	0.04%	436
2025 Q3	$29.2M	Buy	1,110,122 +179,010	+19%	+$4.55M	0.03%	495
2025 Q2	$22.8M	Buy	931,112 +232,909	+33%	+$5.27M	0.04%	470
2025 Q1	$15.4M	Sell	698,203 -131,019	-16%	-$3.05M	0.03%	555
2024 Q4	$19.2M	Sell	829,222 -57,002	-6%	-$1.33M	0.04%	444
2024 Q3	$20M	Buy	886,224 +61,917	+8%	+$1.35M	0.04%	416
2024 Q2	$17.7M	Sell	824,307 -22,323	-3%	-$461K	0.04%	433
2024 Q1	$17.5M	Buy	846,630 +778,779	+1,148%	+$15.3M	0.04%	432
2023 Q4	$1.28M	Buy	67,851 +30,114	+80%	+$529K	0.01%	971
2023 Q3	$637K	Buy	37,737 +1,578	+4%	+$27.7K	0.01%	1303
2023 Q2	$631K	Buy	36,159 +3,081	+9%	+$50.9K	0.01%	1305
2023 Q1	$533K	Buy	33,078 +2,772	+9%	+$43.6K	﹤0.01%	1390
2022 Q4	$456K	Sell	30,306 -295,800	-91%	-$4.48M	﹤0.01%	1424
2022 Q3	$4.6M	Buy	326,106 +6,450	+2%	+$101K	0.09%	233
2022 Q2	$4.76M	Buy	319,656 +94,143	+42%	+$1.53M	0.08%	265
2022 Q1	$4.05M	Buy	225,513 +50,859	+29%	+$900K	0.06%	333
2021 Q4	$3.31M	Buy	174,654 +23,778	+16%	+$439K	0.05%	395
2021 Q3	$2.62M	Sell	150,876 -42,912	-22%	-$765K	0.04%	430
2021 Q2	$3.36M	Buy	193,788 +75,144	+63%	+$1.27M	0.05%	373
2021 Q1	$1.9M	Sell	118,644 -81,450	-41%	-$1.28M	0.04%	436
2020 Q4	$3.03M	Buy	+200,094	New	+$2.86M	0.06%	329