McGlone Suttner Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$53.8M	Sell	2,097,595 -22,329	-1%	-$599K	7.12%	4
2025 Q4	$57M	Buy	2,119,924 +31,231	+1%	+$834K	7.67%	4
2025 Q3	$55M	Buy	2,088,693 +18,664	+0.9%	+$474K	7.7%	3
2025 Q2	$50.6M	Buy	2,070,029 +52,012	+3%	+$1.18M	7.64%	3
2025 Q1	$44.6M	Buy	2,018,017 +14,209	+0.7%	+$331K	7.31%	3
2024 Q4	$46.4M	Buy	2,003,808 +491,136	+32%	+$11.4M	7.75%	3
2024 Q3	$34.2M	Sell	1,512,672 -428,688	-22%	-$9.34M	7.11%	3
2024 Q2	$36.5M	Buy	1,941,360 +7,599	+0.4%	+$157K	7.5%	3
2024 Q1	$40M	Sell	1,933,761 -7,599	-0.4%	-$150K	7.5%	3
2023 Q4	$36.5M	Buy	1,941,360 +12,726	+0.7%	+$223K	7.21%	3
2023 Q3	$32.5M	Buy	1,928,634 +78,393	+4%	+$1.38M	7.54%	3
2023 Q2	$32.3M	Buy	1,850,241 +133,305	+8%	+$2.2M	7.37%	3
2023 Q1	$27.7M	Buy	1,716,936 +307,140	+22%	+$4.83M	7.12%	3
2022 Q4	$21.2M	Buy	+1,409,796	New	+$21.3M	6.73%	3