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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Hold
9,735
– – 0.11% 72
2025
Q1 		$215K Hold
9,735
– – 0.11% 72
2024
Q4 		$226K Hold
9,735
– – 0.11% 72
2024
Q3 		$220K Hold
9,735
– – 0.11% 74
2024
Q2 		$209K Hold
9,735
– – 0.12% 73
2024
Q1 		$201K Buy
+9,735
New +$201K 0.12% 73