FFM
SCHX icon

Forum Financial Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Forum Financial Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$433K Buy
17,696
+230
+1% +$5.62K 0.01% 471
2025
Q1 		$386K Buy
+17,466
New +$386K 0.01% 464