Richards, Merrill & Peterson’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
Q3
$103K Hold
2025
Q2
$95.8K Sell
2025
Q1
$97.6K Hold
2024
Q4
$102K Buy