Ogorek Anthony Joseph’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
2026 Q1	$5K	Sell	226 -5,982	-96%	-$160K	﹤0.01%	498
2025 Q4	$167K	Buy	6,208 +1	+0%	+$27	0.05%	78
2025 Q3	$163K	Buy	6,207 +1	+0%	+$25	0.05%	80
2025 Q2	$151K	Hold	6,206	–	–	0.05%	77
2025 Q1	$137K	Buy	6,206 +5,983	+2,683%	+$139K	0.05%	80
2024 Q4	$5K	Buy	223 +1	+0.5%	+$23	﹤0.01%	255
2024 Q3	$5K	Hold	222	–	–	﹤0.01%	235
2024 Q2	$4K	Hold	222	–	–	﹤0.01%	238
2024 Q1	$4K	Hold	222	–	–	﹤0.01%	245
2023 Q4	$4K	Hold	222	–	–	﹤0.01%	252
2023 Q3	$3K	Hold	222	–	–	﹤0.01%	237
2023 Q2	$3K	Hold	222	–	–	﹤0.01%	231
2023 Q1	$3K	Hold	222	–	–	﹤0.01%	239
2022 Q4	$3K	Sell	222 -24	-10%	-$363	﹤0.01%	200
2022 Q3	$3K	Hold	246	–	–	﹤0.01%	195
2022 Q2	$3K	Sell	246 -12	-5%	-$194	﹤0.01%	197
2022 Q1	$4K	Hold	258	–	–	﹤0.01%	211
2021 Q4	$4K	Sell	258 -570	-69%	-$10.5K	﹤0.01%	213
2021 Q3	$14K	Hold	828	–	–	0.01%	156
2021 Q2	$14K	Hold	828	–	–	0.01%	146
2021 Q1	$13K	Hold	828	–	–	0.01%	139
2020 Q4	$12K	Hold	828	–	–	0.01%	133
2020 Q3	$11K	Hold	828	–	–	0.01%	112
2020 Q2	$10K	Hold	828	–	–	0.01%	120
2020 Q1	$8K	Sell	828 -2,418	-74%	-$29.4K	﹤0.01%	135
2019 Q4	$41K	Sell	3,246 -134,376	-98%	-$1.65M	0.02%	47
2019 Q3	$1.63M	Sell	137,622 -3,846	-3%	-$45.3K	0.97%	10
2019 Q2	$1.65M	Sell	141,468 -11,460	-7%	-$132K	1.11%	10
2019 Q1	$1.72M	Buy	152,928 +8,922	+6%	+$96.7K	1.14%	10
2018 Q4	$1.43M	Buy	+144,006	New	+$1.55M	1.14%	10