Coston McIsaac & Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Coston McIsaac & 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 Q2	$145K	Hold
2025 Q1	$131K	Hold
2024 Q4	$137K	Hold
2024 Q3	$134	Buy
2024 Q2	$45K	Hold
2024 Q1	$43K	Hold
2023 Q4	$39K	Hold
2023 Q3	$35K	Hold
2023 Q2	$36K	Hold
2023 Q1	$33K	Hold
2022 Q4	$31	Buy