Crux Wealth Advisors’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	$818K	Buy	33,460 +99	+0.3%	+$2.42K	0.35%	77
2025 Q1	$737K	Buy	33,361 +100	+0.3%	+$2.21K	0.38%	81
2024 Q4	$771K	Buy	+33,261	New	+$771K	0.43%	72