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Milestone Asset Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Milestone Asset Management Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.13M Buy
128,125
+310
+0.2% +$7.58K 2.32% 15
2025
Q1 		$2.82M Sell
127,815
-4,338
-3% -$95.8K 2.55% 12
2024
Q4 		$3.06M Buy
+132,153
New +$3.06M 2.74% 9