Retirement Income Solutions’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	$730K	Hold	28,455	–	–	0.12%	63
2025 Q4	$766K	Hold	28,455	–	–	0.13%	60
2025 Q3	$750K	Hold	28,455	–	–	0.13%	62
2025 Q2	$695K	Buy	28,455 +1,755	+7%	+$39.7K	0.13%	66
2025 Q1	$590K	Hold	26,700	–	–	0.12%	69
2024 Q4	$619K	Sell	26,700 -6,714	-20%	-$156K	0.12%	64
2024 Q3	$756K	Hold	33,414	–	–	0.17%	56
2024 Q2	$716K	Sell	33,414 -3,144	-9%	-$65K	0.17%	54
2024 Q1	$756K	Hold	36,558	–	–	0.17%	59
2023 Q4	$687K	Buy	36,558 +20,970	+135%	+$368K	0.17%	60
2023 Q3	$263K	Hold	15,588	–	–	0.07%	106
2023 Q2	$272K	Hold	15,588	–	–	0.07%	112
2023 Q1	$251K	Hold	15,588	–	–	0.07%	116
2022 Q4	$235K	Hold	15,588	–	–	0.07%	109
2022 Q3	$223K	Hold	15,588	–	–	0.08%	103
2022 Q2	$232K	Hold	15,588	–	–	0.08%	100
2022 Q1	$280K	Hold	15,588	–	–	0.08%	94
2021 Q4	$296K	Hold	15,588	–	–	0.08%	94
2021 Q3	$270K	Hold	15,588	–	–	0.09%	86
2021 Q2	$270K	Hold	15,588	–	–	0.09%	86
2021 Q1	$249K	Hold	15,588	–	–	0.09%	84
2020 Q4	$236K	Buy	+15,588	New	+$223K	0.09%	84