Pasadena Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pasadena Private Wealth’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$666K	Hold
2025 Q2	$618K	Buy
2025 Q1	$544K	Buy
2022 Q1	–	Sell
2021 Q4	$253K	Sell
2021 Q3	$14.2M	Buy