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

Summit Trail 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
2026 Q1	–	Sell
2025 Q4	$3.72M	Sell
2025 Q3	$3.66M	Hold
2025 Q2	$3.4M	Buy
2024 Q4	–	Sell
2024 Q3	$3.11M	Hold
2024 Q2	$2.95M	Buy
2019 Q2	–	Sell
2019 Q1	$1.05M	Buy
2018 Q2	–	Sell
2018 Q1	$1.01M	Buy