Delta Financial Group’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
Q1
$544K Hold
2024
Q4
$553K Buy
2024
Q2
Sell
2024
Q1
$470K Buy
2023
Q4
$292K Buy
2023
Q3
$261K Buy
2023
Q2
Sell
2023
Q1
$317K Buy
2022
Q4
$294K Buy