HCR Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

HCR Wealth Advisors’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	$721K	Buy
2025 Q2	$330K	Buy
2021 Q1	–	Sell
2020 Q4	$84K	Buy
2020 Q3	$67K	Hold
2020 Q2	$62K	Sell
2020 Q1	$72K	Buy
2019 Q4	$89K	Buy