Financial Designs’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	$346K	Hold	14,172	–	–	0.21%	26
2025 Q1	$313K	Hold	14,172	–	–	0.22%	19
2024 Q4	$329K	Buy	+14,172	New	+$329K	0.22%	19
2023 Q4	–	Sell	-14,172	Closed	-$239K	–	24
2023 Q3	$239K	Buy	+14,172	New	+$239K	0.18%	24