Cura 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
$947K Hold
38,754
0.38% 34
2025
Q1
$856K Hold
38,754
0.35% 38
2024
Q4
$898K Buy
+38,754
New +$898K 0.4% 37