MJT & Associates Financial Advisory’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	-254,444	Closed	-$5.62M	–	495
2025 Q1	$5.62M	Buy	+254,444	New	+$5.62M	5.39%	4