LifePlan Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

LifePlan Financial’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 Q2	$827K	Sell
2025 Q1	$750K	Buy
2024 Q4	$752K	Sell
2024 Q3	$827K	Sell
2024 Q2	$812K	Buy
2024 Q1	$781K	Buy
2023 Q4	$708K	Buy