GK Wealth Management’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
$460K Buy
18,814
+5,343
+40% +$131K 0.41% 59
2025
Q1
$297K Buy
+13,471
New +$297K 0.34% 86