SIMA Wealth Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

SIMA Wealth Partners’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	$29.1K	Buy
2025 Q4	$30.4K	Buy
2025 Q3	$29.7K	Buy
2025 Q2	$27.5K	Buy
2025 Q1	$24.8K	Buy
2024 Q4	$10.4K	Buy
2024 Q3	$8.2K	Buy
2024 Q2	$7.73K	Buy