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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$696K	Hold
2025 Q2	$696K	Sell
2025 Q1	$631K	Hold
2024 Q4	$663K	Hold
2024 Q3	$646K	Hold
2024 Q2	$612K	Buy