Penney Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$259K Hold
2025
Q2
$240K Hold
2025
Q1
$217K Hold
2024
Q4
$228K Hold
2024
Q3
$222K Hold
2024
Q2
$210K Hold
2024
Q1
$203K Buy