Lee, Danner & Bass’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	$217K	Buy	+8,893	New	+$217K	0.02%	216
2025 Q1	–	Sell	-8,893	Closed	-$206K	–	626
2024 Q4	$206K	Buy	+8,893	New	+$206K	0.02%	222