Consolidated Planning Corp’s Schwab US Large- Cap ETF SCHX Stock Holding History

Consolidated Planning Corp’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	$326K	Hold
2025 Q2	$303K	Hold
2025 Q1	$273K	Hold
2024 Q4	$287K	Hold
2024 Q3	$280K	Hold
2024 Q2	$265K	Hold
2024 Q1	$256K	Buy