Marshall Investment Management’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	–	Sell	-888	Closed	-$19.6K	–	191
2025 Q1	$19.6K	Buy	888 +592	+200%	+$13.1K	0.01%	143
2024 Q4	$20.1K	Buy	+296	New	+$20.1K	0.01%	132