Investment Planning Advisors’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	$746K	Buy	30,529 +19,339	+173%	+$473K	0.26%	36
2025 Q1	$247K	Buy	11,190 +462	+4%	+$10.2K	0.1%	65
2024 Q4	$249K	Buy	+10,728	New	+$249K	0.11%	59