Patrick M. Sweeney & Associates’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	$234K	Buy	9,466 +1	+0%	+$25	0.16%	140
2025 Q1	$209K	Buy	9,465 +1	+0%	+$22	0.16%	144
2024 Q4	$219K	Buy	9,464 +2	+0%	+$46	0.16%	141
2024 Q3	$214K	Buy	9,462 +3	+0%	+$68	0.16%	142
2024 Q2	$203K	Buy	+9,459	New	+$203K	0.16%	137