MKD Wealth Coaches’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
2025
Q3
$308K Buy
2025
Q2
$280K Buy
2025
Q1
$248K Sell
2024
Q4
$285K Buy
2021
Q4
$221K Buy
2021
Q3
$200K Buy
2019
Q3
Sell
2019
Q2
$55K Buy
2019
Q1
$53K Buy
2018
Q4
$46K Buy