HBS
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Howard Bailey Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Howard Bailey Securities’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 		– Sell
-35,183
Closed -$777K – 160
2025
Q1 		$777K Buy
35,183
+18,764
+114% +$414K 0.31% 52
2024
Q4 		$381K Buy
+16,419
New +$381K 0.14% 100