Summit Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summit Investment Advisory Services’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$297K	Hold
2025 Q2	$276K	Hold
2025 Q1	$249K	Sell
2024 Q4	$350K	Hold
2024 Q3	$342K	Buy
2024 Q2	–	Sell
2024 Q1	$233K	Hold
2023 Q4	$212K	Buy