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Penobscot Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Penobscot Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.09M Buy
126,233
+103,012
+444% +$2.52M 1.1% 18
2025
Q1 		$513K Sell
23,221
-9,208
-28% -$203K 0.22% 53
2024
Q4 		$752K Buy
+32,429
New +$752K 0.35% 36