Kingswood Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Kingswood Wealth Advisors’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 Q3	$669K	Buy
2025 Q2	$531K	Buy
2025 Q1	$466K	Sell
2024 Q4	$630K	Buy
2024 Q3	$499K	Buy
2024 Q2	$385K	Buy
2024 Q1	$312K	Buy
2023 Q4	–	Sell
2023 Q3	$424K	Buy