L.K. Benson & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.08M	Buy	85,005 +261	+0.3%	+$6.38K	1.28%	20
2025 Q1	$1.87M	Sell	84,744 -288	-0.3%	-$6.36K	1.3%	19
2024 Q4	$1.97M	Buy	+85,032	New	+$1.97M	1.39%	16