National Wealth Management Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

National Wealth Management Group’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	$950K	Buy
2025 Q2	$738K	Buy
2025 Q1	$487K	Buy
2024 Q4	$415K	Buy
2024 Q3	$299K	Buy