ELM
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Elite Life Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Elite Life Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Buy
482,444
+5,294
+1% +$142K 17.49% 1
2025
Q4 		$13M Sell
477,150
-6,371
-1% -$170K 21.09% 1
2025
Q3 		$12.7M Buy
483,521
+96,668
+25% +$2.45M 26.01% 1
2025
Q2 		$9.45M Buy
386,853
+49,263
+15% +$1.11M 24.33% 1
2025
Q1 		$7.45M Buy
337,590
+50,929
+18% +$1.19M 23.25% 1
2024
Q4 		$6.64M Buy
286,661
+53,714
+23% +$1.25M 19.68% 1
2024
Q3 		$5.27M Buy
232,947
+41,160
+21% +$897K 17.21% 1
2024
Q2 		$4.11M Buy
191,787
+25,065
+15% +$518K 15.93% 2
2024
Q1 		$3.45M Buy
166,722
+18,156
+12% +$357K 16.88% 2
2023
Q4 		$2.79M Buy
+148,566
New +$2.61M 16.72% 2

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SFG
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CAPTRUST Financial Advisors
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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return