Outbound Financial Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History

Outbound Financial Inc’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 Q2	$263K	Buy	+8,941	New	+$255K	0.17%	45
2025 Q4	–	Sell	-11,664	Closed	-$307K	–	42
2025 Q3	$307K	Hold	11,664	–	–	0.25%	39
2025 Q2	$285K	Buy	+11,664	New	+$264K	0.26%	40

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