Rinkey Investments’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
$329K Sell
2025
Q2
$306K Sell
2025
Q1
$286K Sell
2024
Q4
$301K Sell
2024
Q3
$302K Buy
2024
Q2
$240K Buy
2022
Q1
Sell
2021
Q4
$38K Buy