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

Francis Financial’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$374K	Hold
2025 Q1	$338K	Sell
2024 Q4	$492K	Hold
2024 Q3	$480K	Buy
2024 Q2	$327K	Buy