RMR Wealth Builders’s Schwab US Large- Cap ETF SCHX Stock Holding History

RMR Wealth Builders’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	$4.11M	Buy
2025 Q1	$3.42M	Buy
2024 Q4	$3.5M	Buy
2024 Q3	$637K	Buy
2022 Q2	–	Sell
2022 Q1	$239K	Buy
2021 Q2	–	Sell
2021 Q1	$84K	Buy