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Mason & Associates (Virginia)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Mason & Associates (Virginia)’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$696K Sell
28,469
-112
-0.4% -$2.74K 0.17% 22
2025
Q1 		$631K Hold
28,581
– – 0.18% 21
2024
Q4 		$663K Hold
28,581
– – 0.2% 21
2024
Q3 		$646K Hold
28,581
– – 0.2% 21
2024
Q2 		$612K Buy
+28,581
New +$612K 0.2% 21