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

Corepath Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,375
Closed -$217K – 32
2024
Q4 		$217K Buy
9,375
+75
+0.8% +$1.73K 0.21% 28
2024
Q3 		$214K Buy
+9,300
New +$214K 0.21% 28