MorganRosel Wealth Management’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	$42.7K	Buy	1,749 +96	+6%	+$2.35K	0.01%	189
2025 Q1	$36.5K	Buy	+1,653	New	+$36.5K	0.01%	184
2019 Q1	–	Sell	-37,122	Closed	-$369K	–	78
2018 Q4	$369K	Buy	+37,122	New	+$369K	0.38%	53