Costello Asset Management’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	$318K	Buy	13,016 +208	+2%	+$5.08K	0.12%	85
2025 Q1	$283K	Buy	+12,808	New	+$283K	0.11%	85