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Stonebridge Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Stonebridge Financial Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$311K Buy
12,734
+5,580
+78% +$136K 0.03% 190
2025
Q1 		$158K Buy
7,154
+80
+1% +$1.77K 0.02% 242
2024
Q4 		$164K Buy
+7,074
New +$164K 0.02% 241