Pittenger & Anderson Inc’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
2026 Q1	$3.89M	Buy	151,679 +6,848	+5%	+$184K	0.15%	119
2025 Q4	$3.9M	Buy	144,831 +8,974	+7%	+$240K	0.15%	124
2025 Q3	$3.58M	Sell	135,857 -245	-0.2%	-$6.22K	0.13%	129
2025 Q2	$3.33M	Buy	136,102 +8,133	+6%	+$184K	0.12%	128
2025 Q1	$2.83M	Buy	127,969 +6,945	+6%	+$162K	0.1%	132
2024 Q4	$2.81M	Buy	121,024 +5,791	+5%	+$135K	0.1%	134
2024 Q3	$2.61M	Buy	115,233 +873	+0.8%	+$19K	0.1%	136
2024 Q2	$2.45M	Buy	114,360 +1,974	+2%	+$40.8K	0.1%	134
2024 Q1	$2.32M	Sell	112,386 -5,028	-4%	-$99K	0.09%	131
2023 Q4	$2.21M	Buy	117,414 +8,919	+8%	+$157K	0.1%	132
2023 Q3	$1.83M	Buy	108,495 +26,481	+32%	+$465K	0.09%	133
2023 Q2	$1.43M	Sell	82,014 -60	-0.1%	-$991	0.07%	133
2023 Q1	$1.32M	Buy	82,074 +11,616	+16%	+$183K	0.07%	135
2022 Q4	$1.06M	Buy	70,458 +40,875	+138%	+$619K	0.06%	136
2022 Q3	$418K	Buy	29,583 +22,497	+317%	+$353K	0.03%	160
2022 Q2	$105K	Hold	7,086	–	–	0.01%	234
2022 Q1	$127K	Sell	7,086 -696	-9%	-$12.3K	0.01%	238
2021 Q4	$148K	Sell	7,782 -426	-5%	-$7.87K	0.01%	228
2021 Q3	$142K	Buy	8,208 +6	+0.1%	+$107	0.01%	218
2021 Q2	$142K	Buy	8,202 +1,140	+16%	+$19.2K	0.01%	221
2021 Q1	$113K	Buy	7,062 +2,700	+62%	+$42.3K	0.01%	227
2020 Q4	$66K	Buy	4,362 +240	+6%	+$3.43K	﹤0.01%	244
2020 Q3	$55K	Buy	4,122 +420	+11%	+$5.58K	﹤0.01%	245
2020 Q2	$46K	Sell	3,702 -4,920	-57%	-$57.3K	﹤0.01%	248
2020 Q1	$88K	Buy	8,622 +5,496	+176%	+$66.8K	0.01%	222
2019 Q4	$40K	Buy	+3,126	New	+$38.3K	﹤0.01%	278
2016 Q1	–	Sell	-588	Closed	-$5K	–	409
2015 Q4	$5K	Buy	+588	New	+$4.79K	﹤0.01%	384
2015 Q1	–	Sell	-2,250	Closed	-$18K	–	423
2014 Q4	$18K	Buy	+2,250	New	+$18K	﹤0.01%	359