Symphony Financial’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	$223K	Sell	24 -18,252	-100%	-$170M	0.03%	237
2025 Q1	$414K	Buy	18,276 +9,138	+100%	+$207K	0.24%	68
2024 Q4	$212K	Buy	+9,138	New	+$212K	0.03%	216
2024 Q2	–	Sell	-11,700	Closed	-$242K	–	221
2024 Q1	$242K	Buy	+11,700	New	+$242K	0.06%	165