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

GEN 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 		$19.8M Sell
808,868
-303,676
-27% -$7.42M 16.16% 3
2025
Q1 		$24.6M Sell
1,112,544
-3,732
-0.3% -$82.4K 16.64% 3
2024
Q4 		$25.9M Buy
+1,116,276
New +$25.9M 16.79% 2