Presidio Capital Management’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
$231K Hold
2025
Q2
$214K Buy
2025
Q1
Sell
2024
Q4
$203K Sell
2024
Q3
$208K Sell
2024
Q2
$262K Hold
2024
Q1
$253K Buy
2023
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$206K Buy