Compass Planning Associates’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	$548K	Buy	22,437 +66	+0.3%	+$1.61K	0.5%	21
2025 Q1	$494K	Buy	22,371 +69	+0.3%	+$1.52K	0.5%	21
2024 Q4	$517K	Buy	+22,302	New	+$517K	0.52%	23