Elevation Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elevation Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.5M	Buy
2025 Q2	$10.5M	Buy
2025 Q1	$9.5M	Buy
2024 Q4	$8.37M	Buy
2024 Q3	$8M	Sell
2024 Q2	$7.69M	Sell
2024 Q1	$8.23M	Buy
2023 Q4	$6.21M	Buy
2023 Q3	$1.01K	Hold
2023 Q2	$1.05K	Buy