Soltis Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Soltis Investment 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 Q2	$288K	Sell
2025 Q1	$332K	Buy
2024 Q4	$272K	Sell
2024 Q3	$272K	Buy
2024 Q2	$251K	Sell
2024 Q1	$246K	Hold
2023 Q4	$224K	Buy
2023 Q3	–	Sell
2023 Q2	$202K	Sell
2023 Q1	$245K	Buy