Basepoint Wealth LLC’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
Q2
$449K Buy
2025
Q1
$405K Hold
2024
Q4
$425K Buy
2024
Q3
$413K Buy
2024
Q2
$389K Hold
2024
Q1
$376K Buy