M3 Advisory Group’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
$247K Hold
2025
Q2
$229K Hold
2025
Q1
$207K Hold
2024
Q4
$218K Buy
2024
Q3
$212K Buy