Creative Financial Designs’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.04M Buy
2025
Q2
$1.65M Buy
2025
Q1
$1.41M Sell
2024
Q4
$1.54M Sell
2024
Q3
$1.57M Buy
2024
Q2
$1.43M Buy
2024
Q1
$1.32M Sell
2023
Q4
$1.23M Buy
2023
Q3
$1.08M Buy
2023
Q2
$886K Buy
2023
Q1
$324K Buy
2022
Q4
$228K Buy
2022
Q3
$171K Buy
2022
Q2
$125K Buy
2022
Q1
$89K Buy
2021
Q4
$77K Buy