Diversified Investment Strategies’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
Q2
$319K Sell
2025
Q1
$308K Sell
2024
Q4
$353K Sell
2024
Q3
$356K Sell
2024
Q2
$342K Buy
2024
Q1
$311K Sell
2023
Q4
$285K Sell
2023
Q3
$279K Sell
2023
Q2
$293K Sell
2023
Q1
$278K Buy