Madison Wealth Partners’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	$240K	Buy	9,822 +6	+0.1%	+$147	0.05%	147
2025 Q1	$217K	Sell	9,816 -41	-0.4%	-$905	0.05%	147
2024 Q4	$228K	Sell	9,857 -58	-0.6%	-$1.34K	0.06%	140
2024 Q3	$224K	Buy	+9,915	New	+$224K	0.07%	139