GW&K Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$56K Hold
2025
Q2
$52K Hold
2025
Q1
$47K Hold
2024
Q4
$50K Hold
2024
Q3
$48K Buy
2014
Q2
Sell
2014
Q1
$268K Buy