Citizens National Bank Trust Department’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
$65.7K Hold
2,688
0.01% 230
2025
Q1
$59.4K Hold
2,688
0.01% 233
2024
Q4
$62.3K Hold
2,688
0.01% 213
2024
Q3
$60.8K Sell
2,688
-2,232
-45% -$50.5K 0.01% 213
2024
Q2
$105K Hold
4,920
0.02% 181
2024
Q1
$102K Buy
+4,920
New +$102K 0.02% 185