Michels Family Financial’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	$1.1M	Sell	45,047 -753	-2%	-$18.4K	0.94%	32
2025 Q1	$1.01M	Sell	45,800 -301	-0.7%	-$6.65K	0.91%	31
2024 Q4	$1.07M	Buy	+46,101	New	+$1.07M	0.98%	27