Sierra Summit Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sierra Summit Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$236K	Hold
2025 Q2	$219K	Sell
2025 Q1	$203K	Sell
2024 Q4	$348K	Sell
2024 Q3	$355K	Buy
2024 Q2	$311K	Buy
2024 Q1	$278K	Hold
2023 Q4	$252K	Buy