L.J. Altfest & Co’s Schwab US Large- Cap ETF SCHX Stock Holding History

L.J. Altfest & Co’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	$430K	Buy
2025 Q2	$394K	Sell
2025 Q1	$463K	Buy
2024 Q4	$483K	Sell
2024 Q3	$485K	Sell
2024 Q2	$460K	Buy
2024 Q1	$373K	Buy
2023 Q4	$237K	Buy
2017 Q3	–	Sell
2017 Q2	$207K	Sell
2017 Q1	$4.19M	Buy