Disciplined Investors’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	$766K	Sell	31,343 -417	-1%	-$10.2K	0.6%	46
2025 Q1	$701K	Sell	31,760 -260	-0.8%	-$5.74K	0.63%	42
2024 Q4	$738K	Buy	+32,020	New	+$738K	0.71%	40