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

PTM 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 		$311K Buy
12,544
+175
+1% +$4.34K 0.21% 36
2025
Q1 		$242K Buy
+12,369
New +$242K 0.26% 34