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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,500	Closed	-$119K	–	377
2025 Q3	$119K	Hold	4,500	–	–	0.07%	158
2025 Q2	$110K	Hold	4,500	–	–	0.07%	154
2025 Q1	$99.4K	Hold	4,500	–	–	0.07%	158
2024 Q4	$104K	Sell	4,500 -5,220	-54%	-$122K	0.08%	156
2024 Q3	$220K	Sell	9,720 -15	-0.2%	-$327	0.16%	108
2024 Q2	$208K	Buy	9,735 +3	+0%	+$62	0.18%	106
2024 Q1	$201K	Buy	+9,732	New	+$192K	0.15%	114
2023 Q3	–	Sell	-12,492	Closed	-$218K	–	112
2023 Q2	$218K	Hold	12,492	–	–	0.23%	101
2023 Q1	$202K	Buy	+12,492	New	+$197K	0.22%	99
2022 Q3	–	Sell	-13,002	Closed	-$233K	–	136
2022 Q2	$233K	Hold	13,002	–	–	0.23%	112
2022 Q1	$233K	Hold	13,002	–	–	0.19%	112
2021 Q4	$248K	Sell	13,002 -156	-1%	-$2.88K	0.2%	106
2021 Q3	$228K	Hold	13,158	–	–	0.23%	104
2021 Q2	$228K	Sell	13,158 -14,772	-53%	-$249K	0.23%	104
2021 Q1	$447K	Sell	27,930 -1,320	-5%	-$20.7K	0.51%	61
2020 Q4	$443K	Buy	+29,250	New	+$419K	0.51%	62