Strategic Investment Advisors’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
Q4
$422K Buy
2025
Q1
Sell
2024
Q4
$202K Sell
2024
Q3
$201K Buy
2024
Q1
Sell
2023
Q4
$528K Buy
2022
Q4
Sell
2022
Q3
$203K Buy