Litman Gregory Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$373K	Hold	13,853	–	–	0.03%	111
2025 Q3	$365K	Hold	13,853	–	–	0.03%	114
2025 Q2	$339K	Hold	13,853	–	–	0.03%	112
2025 Q1	$306K	Hold	13,853	–	–	0.03%	115
2024 Q4	$321K	Sell	13,853 -1	-0%	-$23	0.03%	105
2024 Q3	$313K	Hold	13,854	–	–	0.03%	113
2024 Q2	$297K	Hold	13,854	–	–	0.03%	111
2024 Q1	$287K	Sell	13,854 -2,217	-14%	-$43.6K	0.03%	111
2023 Q4	$302K	Hold	16,071	–	–	0.03%	104
2023 Q3	$271K	Hold	16,071	–	–	0.03%	107
2023 Q2	$281K	Buy	+16,071	New	+$265K	0.04%	73
2022 Q3	–	Sell	-13,521	Closed	-$201K	–	90
2022 Q2	$201K	Buy	+13,521	New	+$219K	0.03%	86
2022 Q1	–	Sell	-13,524	Closed	-$256K	–	77
2021 Q4	$256K	Sell	13,524 -1,638	-11%	-$30.3K	0.04%	68
2021 Q3	$263K	Buy	15,162 +13,584	+861%	+$242K	0.05%	64
2021 Q2	$263	Sell	1,578 -13,020	-89%	-$220K	0.05%	64
2021 Q1	$234K	Buy	14,598 +1,638	+13%	+$25.7K	0.05%	56
2020 Q4	$196K	Hold	12,960	–	–	0.04%	60
2020 Q3	$174K	Hold	12,960	–	–	0.04%	58
2020 Q2	$160K	Hold	12,960	–	–	0.04%	57
2020 Q1	$132K	Sell	12,960 -3,684	-22%	-$44.7K	0.03%	54
2019 Q4	$213K	Buy	+16,644	New	+$204K	0.05%	49