Elser Financial Planning’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	$3.36M	Buy	137,492 +5,932	+5%	+$145K	4.19%	4
2025 Q1	$2.9M	Sell	131,560 -3,851	-3%	-$85K	4.02%	5
2024 Q4	$3.14M	Sell	135,411 -3,648	-3%	-$84.6K	0.19%	23
2024 Q3	$3.15M	Buy	139,059 +15,462	+13%	+$350K	4.56%	5
2024 Q2	$2.65M	Buy	+123,597	New	+$2.65M	0.44%	23