Morton Brown Family Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Morton Brown Family Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$325K	Hold
2025 Q2	$301K	Hold
2025 Q1	$272K	Hold
2024 Q4	$286K	Hold
2024 Q3	$279K	Hold
2024 Q2	$269K	Hold
2024 Q1	$255K	Hold
2023 Q4	$232K	Buy
2022 Q3	–	Sell
2022 Q2	$14K	Buy