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Haven Private’s Schwab US Large- Cap ETF SCHX Stock Holding History

Haven Private’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 		$229K Sell
9,369
-182
-2% -$4.45K 0.1% 162
2025
Q1 		$211K Buy
9,551
+170
+2% +$3.75K 0.12% 123
2024
Q4 		$217K Buy
+9,381
New +$217K 0.12% 130