Diversified Portfolios Inc’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
$216K Sell
2025
Q1
$236K Buy
2024
Q4
$216K Buy
2024
Q3
$211K Sell
2024
Q2
$211K Buy
2023
Q1
Sell
2022
Q4
$178K Buy
2022
Q3
$148K Buy