Park Square Financial Group’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	–	Sell	-669	Closed	-$14.8K	–	1048
2025 Q1	$14.8K	Buy	669 +550	+462%	+$12.1K	0.01%	511
2024 Q4	$2.76K	Buy	+119	New	+$2.76K	﹤0.01%	793