EnRich Financial Partners’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 Q1	–	Sell	-831	Closed	-$19.3K	–	188
2024 Q4	$19.3K	Buy	831 +87	+12%	+$2.02K	0.01%	142
2024 Q3	$16.8K	Hold	744	–	–	0.01%	151
2024 Q2	$15.9K	Buy	744 +219	+42%	+$4.69K	0.01%	154
2024 Q1	$10.9K	Buy	+525	New	+$10.9K	﹤0.01%	158