Silver Oak Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.22M Buy
2025
Q2
$736K Sell
2025
Q1
$772K Sell
2024
Q4
$1.71M Buy
2024
Q3
$1.57M Buy
2024
Q2
$632K Buy
2024
Q1
$609K Sell
2023
Q4
$676K Buy
2023
Q3
$409K Buy
2023
Q2
$332K Sell
2023
Q1
$554K Buy
2022
Q4
$209K Sell
2022
Q3
$409K Buy
2022
Q2
$230K Buy