One Wealth Capital Management’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	$980K	Buy	40,097 +1	+0%	+$24	0.46%	40
2025 Q1	$885K	Hold	40,096	–	–	0.48%	40
2024 Q4	$929K	Buy	+40,096	New	+$929K	0.47%	38