Shira Ridge Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Shira Ridge Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$250K	Hold
2025 Q4	$262K	Hold
2025 Q3	$256K	Hold
2025 Q2	$238K	Hold
2025 Q1	$215K	Hold
2024 Q4	$226K	Hold
2024 Q3	$220K	Hold
2024 Q2	$209K	Hold
2024 Q1	$201K	Buy