Farnam Financial’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	$14M	Sell	573,102 -38,594	-6%	-$943K	12.59%	1
2025 Q1	$13.5M	Buy	611,696 +10,043	+2%	+$222K	13.71%	2
2024 Q4	$13.9M	Sell	601,653 -5,172	-0.9%	-$120K	14.58%	2
2024 Q3	$13.7M	Buy	+606,825	New	+$13.7M	15.07%	3