MWM
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Modern Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Modern Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Sell
55,354
-1,526
-3% -$37.3K 0.03% 316
2025
Q1 		$1.26M Buy
+56,880
New +$1.26M 0.04% 276