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David Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

David Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Buy
57,775
+11,660
+25% +$285K 1.05% 13
2025
Q1 		$1.02M Buy
46,115
+317
+0.7% +$7K 0.85% 14
2024
Q4 		$1.06M Buy
+45,798
New +$1.06M 0.88% 15