Stephens Inc’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
$217K Sell
2025
Q2
$224K Hold
2025
Q1
$202K Buy
2022
Q1
Sell
2021
Q4
$206K Sell
2021
Q3
$240K Hold
2021
Q2
$240K Buy