NewEdge Wealth’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	$3.81M	Buy	152,216 +111,994	+278%	+$2.81M	0.06%	249
2025 Q1	$888K	Buy	+40,222	New	+$888K	0.02%	503