Mattson Financial Services’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	-12,359	Closed	-$273K	–	307
2025 Q1	$273K	Buy	12,359 +11,987	+3,222%	+$265K	0.08%	137
2024 Q4	$25.2K	Buy	+372	New	+$25.2K	0.01%	215