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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Buy
2025 Q1	$2.82M	Sell
2024 Q4	$3.06M	Buy