Oak Harbor Wealth Partners’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	$440	Buy	+18	New	+$440	﹤0.01%	243
2023 Q3	–	Sell	-4,677	Closed	-$81.6K	–	227
2023 Q2	$81.6K	Buy	+4,677	New	+$81.6K	0.03%	183