Elios Financial Group’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	$1.38M	Buy	56,504 +6,146	+12%	+$150K	0.63%	42
2025 Q1	$1.11M	Buy	50,358 +3,128	+7%	+$69.1K	0.55%	41
2024 Q4	$1.09M	Buy	47,230 +754	+2%	+$17.5K	0.52%	42
2024 Q3	$1.05M	Buy	+46,476	New	+$1.05M	0.49%	49