Summitry LLC’s Schwab US Large- Cap ETF SCHX Stock Holding History

Summitry LLC’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 Q4	$372K	Buy
2022 Q2	–	Sell
2022 Q1	$215K	Buy
2019 Q1	–	Sell
2018 Q4	$425K	Buy
2016 Q2	–	Sell
2016 Q1	$203K	Buy