Strategic Equity Management’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
$18.5M Sell
2025
Q2
$18.4M Sell
2025
Q1
$34.8M Sell
2024
Q4
$36.6M Buy
2024
Q3
$35.6M Buy
2024
Q2
$26.1M Buy
2024
Q1
$21.1M Buy
2023
Q4
$15.3M Buy