Focus Partners Wealth
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Focus Partners Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Focus Partners Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$69.4M Buy
2025
Q2 		$60.4M Sell
2025
Q1 		$58.9M Buy
2024
Q4 		$57.8M Buy
2024
Q3 		$51.2M Sell
2024
Q2 		$72.1M Buy
2024
Q1 		$25.7M Buy
2023
Q4 		$20.4M Buy