KF
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K2 Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

K2 Financial’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 		$9.55M Buy
387,464
+6,520
+2% +$161K 8.42% 2
2025
Q1 		$7.73M Buy
380,944
+35,274
+10% +$716K 7.59% 2
2024
Q4 		$7.97M Buy
+345,670
New +$7.97M 7.92% 2