Floyd Financial Group’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	$6.7M	Sell	270,326 -117,623	-30%	-$2.91M	6.19%	4
2025 Q1	$8.57M	Sell	387,949 -147,819	-28%	-$3.26M	7.75%	2
2024 Q4	$12.3M	Buy	+535,768	New	+$12.3M	10.14%	1