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Phil A. Younker & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Phil A. Younker & Associates’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.33M Buy
136,450
+1,000
+0.7% +$24.4K 3.29% 9
2025
Q1 		$2.99M Buy
135,450
+222
+0.2% +$4.9K 2.94% 9
2024
Q4 		$3.13M Buy
+135,228
New +$3.13M 3.13% 9