Nalls Sherbakoff Group’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
Q4
Sell
2025
Q3
$970K Hold
2025
Q2
$900K Hold
2025
Q1
$813K Buy
2023
Q4
$692K Hold
2023
Q3
$621K Hold
2023
Q2
$605K Hold
2023
Q1
$585K Buy
2018
Q4
$347K Buy