Relyea Zuckerberg Hanson’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	$2.27M	Hold	88,562	–	–	0.23%	67
2025 Q4	$2.38M	Hold	88,562	–	–	0.24%	68
2025 Q3	$2.33M	Hold	88,562	–	–	0.25%	62
2025 Q2	$2.16M	Buy	88,562 +234	+0.3%	+$5.29K	0.25%	61
2025 Q1	$1.95M	Buy	88,328 +238	+0.3%	+$5.54K	0.26%	59
2024 Q4	$2.04M	Buy	88,090 +259	+0.3%	+$6.04K	0.27%	60
2024 Q3	$1.99M	Buy	87,831 +489	+0.6%	+$10.7K	0.3%	51
2024 Q2	$1.87M	Hold	87,342	–	–	0.31%	47
2024 Q1	$1.81M	Buy	87,342 +246	+0.3%	+$4.84K	0.32%	45
2023 Q4	$1.64M	Buy	87,096 +318	+0.4%	+$5.58K	0.32%	46
2023 Q3	$1.46M	Buy	86,778 +288	+0.3%	+$5.05K	0.33%	46
2023 Q2	$1.51M	Buy	86,490 +285	+0.3%	+$4.71K	0.34%	45
2023 Q1	$1.39M	Buy	86,205 +297	+0.3%	+$4.67K	0.34%	50
2022 Q4	$1.29M	Buy	+85,908	New	+$1.3M	0.37%	41