DecisionPoint Financial’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
$552K Buy
2025
Q2
$511K Hold
2025
Q1
$461K Buy
2024
Q4
$947 Sell
2024
Q3
$929 Hold
2024
Q2
$889 Hold
2024
Q1
$820 Buy