Richard W. Paul & Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Richard W. Paul & Associates’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.59K	Buy
2024 Q4	$811	Buy
2024 Q1	–	Sell
2023 Q4	$2.45K	Sell
2023 Q3	$2.29K	Buy
2023 Q2	$933	Sell
2023 Q1	$1.83K	Sell
2022 Q4	$1.92K	Buy