Clear Creek Financial Management’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	$1.62M	Buy	63,116 +7,323	+13%	+$196K	0.12%	179
2025 Q4	$1.5M	Sell	55,793 -755	-1%	-$20.2K	0.12%	172
2025 Q3	$1.49M	Buy	56,548 +509	+0.9%	+$12.9K	0.13%	166
2025 Q2	$1.37M	Sell	56,039 -1,439	-3%	-$32.5K	0.13%	176
2025 Q1	$1.27M	Sell	57,478 -232	-0.4%	-$5.4K	0.13%	161
2024 Q4	$1.34M	Sell	57,710 -14,776	-20%	-$344K	0.14%	139
2024 Q3	$1.64M	Buy	72,486 +2,958	+4%	+$64.5K	0.19%	110
2024 Q2	$1.49M	Hold	69,528	–	–	0.18%	111
2024 Q1	$1.44M	Sell	69,528 -789	-1%	-$15.5K	0.18%	107
2023 Q4	$1.32M	Sell	70,317 -1,443	-2%	-$25.3K	0.21%	88
2023 Q3	$1.21M	Sell	71,760 -6,624	-8%	-$116K	0.21%	86
2023 Q2	$1.37M	Sell	78,384 -10,200	-12%	-$168K	0.24%	81
2023 Q1	$1.43M	Hold	88,584	–	–	0.27%	77
2022 Q4	$1.33M	Hold	88,584	–	–	0.29%	76
2022 Q3	$1.25M	Sell	88,584 -4,866	-5%	-$76.3K	0.28%	71
2022 Q2	$1.39M	Hold	93,450	–	–	0.29%	72
2022 Q1	$1.68M	Sell	93,450 -12	-0%	-$212	0.26%	91
2021 Q4	$1.77M	Sell	93,462 -1,296	-1%	-$23.9K	0.27%	86
2021 Q3	$1.64M	Sell	94,758 -3,276	-3%	-$58.4K	0.26%	99
2021 Q2	$1.7M	Buy	+98,034	New	+$1.65M	0.26%	96
2021 Q1	–	Sell	-104,622	Closed	-$1.58M	–	215
2020 Q4	$1.58M	Buy	+104,622	New	+$1.5M	0.31%	67
2020 Q3	–	Sell	-119,634	Closed	-$1.48M	–	227
2020 Q2	$1.48M	Buy	+119,634	New	+$1.39M	0.38%	47