Roble Belko & Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2K	Buy	84 +59	+236%	+$1.41K	﹤0.01%	341
2025 Q1	$1K	Buy	+25	New	+$1K	﹤0.01%	377
2016 Q1	–	Sell	-2,922	Closed	-$24K	–	269
2015 Q4	$24K	Buy	2,922 +378	+15%	+$3.11K	0.01%	118
2015 Q3	$19K	Buy	+2,544	New	+$19K	0.01%	120