N.E.W. Advisory Services’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	$285K	Sell	11,661 -4,004	-26%	-$97.9K	0.03%	152
2025 Q1	$346K	Buy	15,665 +12	+0.1%	+$265	0.03%	157
2024 Q4	$363K	Buy	15,653 +11	+0.1%	+$255	0.03%	139
2024 Q3	$354K	Buy	15,642 +27	+0.2%	+$611	0.03%	134
2024 Q2	$334K	Buy	+15,615	New	+$334K	0.04%	132