Investor's Fiduciary Advisor Network’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	$1.95M	Buy	79,984 +49,393	+161%	+$1.21M	0.73%	33
2025 Q1	$675K	Buy	30,591 +9,639	+46%	+$213K	0.32%	82
2024 Q4	$485K	Buy	+20,952	New	+$485K	0.19%	129