Francis Financial’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	$374K	Hold	15,288	–	–	0.09%	68
2025 Q1	$338K	Sell	15,288 -5,952	-28%	-$131K	0.08%	62
2024 Q4	$492K	Hold	21,240	–	–	0.12%	54
2024 Q3	$480K	Buy	21,240 +5,952	+39%	+$135K	0.13%	55
2024 Q2	$327K	Buy	+15,288	New	+$327K	0.1%	62