FWL Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

FWL Investment Management’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	$178K	Sell
2025 Q1	$163K	Sell
2024 Q4	$204K	Sell
2024 Q3	$199K	Sell
2024 Q2	$195K	Hold
2024 Q1	$189K	Hold
2023 Q4	$171K	Sell
2023 Q3	$174K	Buy
2023 Q1	–	Sell
2022 Q4	$189K	Buy