Olistico 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
$120K Hold
4,905
0.07% 116
2025
Q1
$108K Hold
4,905
0.07% 121
2024
Q4
$114K Hold
4,905
0.07% 121
2024
Q3
$111K Hold
4,905
0.07% 124
2024
Q2
$105K Buy
+4,905
New +$105K 0.07% 126