Strategic Planning Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$232K	Sell	9,473 -1,591	-14%	-$38.9K	0.04%	76
2025 Q1	$244K	Buy	11,064 +34	+0.3%	+$751	0.05%	77
2024 Q4	$256K	Buy	11,030 +38	+0.3%	+$881	0.05%	77
2024 Q3	$249K	Buy	10,992 +66	+0.6%	+$1.49K	0.05%	76
2024 Q2	$234K	Buy	+10,926	New	+$234K	0.05%	73