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Seros Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Seros Financial’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.07M Buy
84,656
+8,763
+12% +$214K 1.31% 16
2025
Q1 		$1.68M Buy
75,893
+38,887
+105% +$859K 1.25% 16
2024
Q4 		$2.38M Buy
+37,006
New +$2.38M 2.14% 13