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Keener Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Keener Financial Planning’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 		$3K Hold
138
– – ﹤0.01% 194
2025
Q1 		$3K Hold
138
– – ﹤0.01% 159
2024
Q4 		$3K Buy
+138
New +$3K ﹤0.01% 165