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

Chesapeake Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$816K	Sell
2025 Q2	$770K	Sell
2025 Q1	$699K	Hold
2024 Q4	$734K	Sell
2024 Q3	$721K	Buy
2024 Q2	$576K	Hold
2024 Q1	$557K	Buy
2023 Q4	$319K	Buy
2023 Q3	$246K	Sell
2023 Q2	$274K	Buy