Summit Financial Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$259K	Buy
2025 Q2	$231K	Buy
2019 Q3	–	Sell
2019 Q2	$272K	Hold
2019 Q1	$266K	Sell
2018 Q4	$242K	Buy
2018 Q3	$258K	Buy
2018 Q2	$215K	Hold
2018 Q1	$215K	Buy