Delap Wealth Advisory’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	$227K	Buy	+9,300	New	+$227K	0.11%	73
2024 Q3	–	Sell	-32,334	Closed	-$692K	–	107
2024 Q2	$692K	Buy	+32,334	New	+$692K	0.32%	37