Colonial River Investments’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 Q1	–	Sell	-9,884	Closed	-$229K	–	253
2024 Q4	$229K	Buy	9,884 +872	+10%	+$20.2K	0.11%	181
2024 Q3	$204K	Buy	+9,012	New	+$204K	0.1%	210