Morris Financial Concepts’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
2026 Q1	$37.6M	Buy	1,465,453 +41,888	+3%	+$1.12M	12.76%	2
2025 Q4	$38.3M	Buy	1,423,565 +45,019	+3%	+$1.2M	13.42%	2
2025 Q3	$36.3M	Buy	1,378,546 +51,305	+4%	+$1.3M	13.12%	2
2025 Q2	$32.4M	Sell	1,327,241 -50,558	-4%	-$1.14M	12.88%	2
2025 Q1	$30.4M	Buy	1,377,799 +10,098	+0.7%	+$235K	12.77%	2
2024 Q4	$31.7M	Sell	1,367,701 -3,128	-0.2%	-$72.9K	13.59%	2
2024 Q3	$31M	Sell	1,370,829 -25,887	-2%	-$564K	13.32%	2
2024 Q2	$29.9M	Buy	1,396,716 +108,435	+8%	+$2.24M	14.32%	2
2024 Q1	$26.7M	Buy	1,288,281 +114,294	+10%	+$2.25M	13.64%	2
2023 Q4	$22.1M	Buy	1,173,987 +20,277	+2%	+$356K	12.6%	2
2023 Q3	$19.5M	Sell	1,153,710 -111	-0%	-$1.95K	12.93%	1
2023 Q2	$20.1M	Buy	1,153,821 +23,718	+2%	+$392K	13.02%	1
2023 Q1	$18.2M	Buy	1,130,103 +48,285	+4%	+$760K	12.84%	1
2022 Q4	$16.3M	Buy	1,081,818 +46,293	+4%	+$701K	13.15%	1
2022 Q3	$14.6M	Buy	1,035,525 +777	+0.1%	+$12.2K	15.13%	1
2022 Q2	$15.4M	Buy	1,034,748 +13,653	+1%	+$221K	14.65%	1
2022 Q1	$18.3M	Buy	1,021,095 +11,805	+1%	+$209K	15.28%	1
2021 Q4	$19.1M	Buy	+1,009,290	New	+$18.6M	15.97%	1