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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$34.8K	Hold	1,422	–	–	0.01%	213
2025 Q1	$31.4K	Hold	1,422	–	–	0.01%	222
2024 Q4	$33K	Buy	+1,422	New	+$33K	0.01%	218
2024 Q3	–	Sell	-15	Closed	-$322	–	1542
2024 Q2	$322	Buy	+15	New	+$322	﹤0.01%	1477