Greenleaf Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Greenleaf Trust’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$783K	Sell
2025 Q2	$778K	Hold
2025 Q1	$703K	Sell
2024 Q4	$817K	Buy
2024 Q3	$354K	Sell
2024 Q2	$471K	Buy
2024 Q1	$254K	Hold
2023 Q4	$231K	Buy