Klingman & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Klingman & Associates’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	$858K	Hold
2025 Q2	$796K	Hold
2025 Q1	$719K	Buy
2024 Q4	$623K	Sell
2024 Q3	$670K	Buy
2024 Q2	$577K	Hold
2024 Q1	$557K	Buy
2022 Q3	–	Sell
2022 Q2	$249K	Buy