M3 Advisory Group’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	$229K	Hold	9,388	–	–	0.16%	124
2025 Q1	$207K	Hold	9,388	–	–	0.16%	131
2024 Q4	$218K	Buy	9,388 +31	+0.3%	+$719	0.16%	138
2024 Q3	$212K	Buy	+9,357	New	+$212K	0.16%	141