Concord Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Concord Wealth Partners’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	$44.3K	Hold
2025 Q2	$41.1K	Buy
2023 Q4	–	Sell
2023 Q3	$4.77K	Hold
2023 Q2	$4.92K	Hold
2023 Q1	$4.53K	Buy
2022 Q4	$4.21K	Buy
2022 Q3	–	Sell
2022 Q2	$34K	Buy
2022 Q1	$11K	Hold
2021 Q4	$12K	Buy