LongView 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
Q3
$11.2M Sell
2025
Q2
$10.6M Buy
2025
Q1
$9.25M Buy
2024
Q4
$9.12M Buy
2024
Q3
$8.66M Buy
2024
Q2
$6.8M Buy
2024
Q1
$5.62M Buy
2023
Q4
$4.44M Buy