JFG Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

JFG Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.69M	Buy
2025 Q1	$880K	Sell
2024 Q4	$1.82M	Buy
2024 Q3	$309K	Buy
2022 Q4	–	Sell
2022 Q3	$43.1M	Buy
2022 Q2	$1.68M	Buy
2019 Q1	–	Sell
2018 Q4	$3.85M	Buy