Patrick M. Sweeney & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Patrick M. Sweeney & Associates’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Buy
2025 Q4	$255K	Buy
2025 Q3	$249K	Buy
2025 Q2	$234K	Buy
2025 Q1	$209K	Buy
2024 Q4	$219K	Buy
2024 Q3	$214K	Buy
2024 Q2	$203K	Buy