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

GeoWealth 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 Q3	$311K	Buy
2025 Q2	$258K	Sell
2025 Q1	$309K	Buy
2024 Q4	$224K	Buy
2024 Q3	$497	Buy
2024 Q2	–	Sell
2024 Q1	$901K	Buy
2023 Q4	–	Sell
2023 Q3	$773K	Buy
2019 Q4	–	Sell
2019 Q3	$1.01M	Buy