PDS Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

PDS Planning’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 Q2	$168K	Sell
2025 Q1	$510K	Buy
2023 Q4	–	Sell
2023 Q3	$224K	Buy
2019 Q1	–	Sell
2018 Q4	$265K	Buy
2018 Q3	$289K	Hold
2018 Q2	$270K	Hold
2018 Q1	$262K	Buy