Highline Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.84K Buy
+198
New +$4.84K ﹤0.01% 451
2025
Q1
Sell
-360
Closed -$8.35K 1051
2024
Q4
$8.35K Buy
+360
New +$8.35K ﹤0.01% 266
2024
Q2
Sell
-1,980
Closed -$41K 582
2024
Q1
$41K Buy
+1,980
New +$41K 0.02% 145