Evernest Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Evernest Financial Advisors’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
2025 Q3	$680K	Buy
2025 Q2	$630K	Buy
2025 Q1	$568K	Buy
2024 Q4	$595K	Sell
2024 Q3	$595K	Buy
2024 Q2	$562K	Hold
2024 Q1	$513K	Sell
2023 Q4	$790K	Buy
2021 Q4	$518K	Buy