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Grantvest Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Grantvest Financial Group’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 		$422K Sell
17,259
-603
-3% -$14.7K 0.31% 77
2025
Q1 		$394K Sell
17,862
-782
-4% -$17.3K 0.32% 74
2024
Q4 		$432K Buy
+18,644
New +$432K 0.48% 63