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High Net Worth Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

High Net Worth Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$249K Sell
10,195
-271
-3% -$6.62K 0.07% 197
2025
Q1 		$231K Buy
10,466
+1,739
+20% +$38.4K 0.07% 195
2024
Q4 		$202K Buy
+8,727
New +$202K 0.06% 217