Rockwood Wealth Management’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	$508K	Hold	20,792	–	–	0.04%	62
2025 Q1	$459K	Buy	20,792 +7,098	+52%	+$157K	0.05%	58
2024 Q4	$319K	Buy	+13,694	New	+$319K	0.03%	68