Family Investment Center’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Sell
2025
Q1
$325K Buy
2024
Q4
$289K Buy
2024
Q3
$282K Buy
2024
Q2
$266K Hold
2024
Q1
$257K Buy
2023
Q4
$234K Buy