N.E.W. Advisory Services’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
2025
Q2
$285K Sell
2025
Q1
$346K Buy
2024
Q4
$363K Buy
2024
Q3
$354K Buy
2024
Q2
$334K Buy