Summit Financial Consulting’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	–	Sell	-251,227	Closed	-$5.55M	–	47
2025 Q1	$5.55M	Buy	+251,227	New	+$5.55M	5.15%	7