Insigneo Advisory Services’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
$315K Buy
12,887
+496
+4% +$12.1K 0.03% 445
2025
Q1
$274K Buy
12,391
+1,816
+17% +$40.1K 0.03% 439
2024
Q4
$245K Buy
+10,575
New +$245K 0.03% 469