Team Financial Group’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
$24.2K Buy
+990
New +$24.2K 0.01% 124
2024
Q1
Sell
-972
Closed -$18.3K 175
2023
Q4
$18.3K Buy
972
+3
+0.3% +$56 0.01% 96
2023
Q3
$16.3K Buy
+969
New +$16.3K 0.01% 99