Lutz Financial Services’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
2026 Q1	$22.8M	Buy	890,800 +162,464	+22%	+$4.36M	1.54%	16
2025 Q4	$19.6M	Sell	728,336 -7,824	-1%	-$209K	1.33%	21
2025 Q3	$19.4M	Sell	736,160 -1,377	-0.2%	-$35K	1.4%	21
2025 Q2	$18M	Buy	737,537 +150,874	+26%	+$3.41M	1.4%	20
2025 Q1	$13M	Buy	586,663 +17,629	+3%	+$410K	1.06%	26
2024 Q4	$13.2M	Sell	569,034 -20,523	-3%	-$478K	1.07%	27
2024 Q3	$13.3M	Sell	589,557 -26,244	-4%	-$572K	1.08%	27
2024 Q2	$13.2M	Sell	615,801 -21,108	-3%	-$436K	1.15%	27
2024 Q1	$13.2M	Sell	636,909 -8,640	-1%	-$170K	1.15%	26
2023 Q4	$12.1M	Buy	645,549 +38,121	+6%	+$669K	1.14%	26
2023 Q3	$10.2M	Sell	607,428 -83,541	-12%	-$1.47M	1.12%	24
2023 Q2	$12.1M	Sell	690,969 -4,896	-0.7%	-$80.8K	1.3%	22
2023 Q1	$11.2M	Buy	695,865 +11,964	+2%	+$188K	1.28%	22
2022 Q4	$10.3M	Buy	683,901 +148,635	+28%	+$2.25M	1.26%	26
2022 Q3	$7.56M	Sell	535,266 -74,094	-12%	-$1.16M	1.03%	28
2022 Q2	$9.07M	Buy	609,360 +400,284	+191%	+$6.49M	1.2%	27
2022 Q1	$3.75M	Buy	209,076 +47,700	+30%	+$844K	0.46%	37
2021 Q4	$3.06M	Sell	161,376 -42	-0%	-$776	0.38%	39
2021 Q3	$2.8M	Buy	161,418 +3,186	+2%	+$56.8K	0.36%	40
2021 Q2	$2.74M	Sell	158,232 -1,986	-1%	-$33.5K	0.37%	39
2021 Q1	$2.56M	Buy	160,218 +1,482	+0.9%	+$23.2K	0.38%	38
2020 Q4	$2.41M	Buy	158,736 +4,914	+3%	+$70.3K	0.4%	37
2020 Q3	$2.07M	Sell	153,822 -1,596	-1%	-$21.2K	0.4%	37
2020 Q2	$1.92M	Sell	155,418 -21,144	-12%	-$246K	0.39%	36
2020 Q1	$1.8M	Buy	+176,562	New	+$2.14M	0.4%	38