Sonoma Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History

Sonoma Private Wealth’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	$401K	Hold
2025 Q1	$362K	Hold
2024 Q4	$380K	Hold
2024 Q3	$371K	Buy
2024 Q2	$319K	Sell
2024 Q1	$728K	Buy
2023 Q4	$645K	Buy