Sax Wealth Advisors’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	$1.72M	Buy	70,305 +8,642	+14%	+$211K	0.1%	112
2025 Q1	$1.36M	Buy	61,663 +49,206	+395%	+$1.09M	0.1%	114
2024 Q4	$289K	Buy	12,457 +3,481	+39%	+$80.7K	0.02%	271
2024 Q3	$203K	Buy	+8,976	New	+$203K	0.02%	278