Tompkins Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.08K	Hold	237	–	–	﹤0.01%	479
2025 Q4	$6.38K	Hold	237	–	–	﹤0.01%	475
2025 Q3	$6.24K	Hold	237	–	–	﹤0.01%	469
2025 Q2	$5.79K	Hold	237	–	–	﹤0.01%	471
2025 Q1	$5.23K	Hold	237	–	–	﹤0.01%	484
2024 Q4	$5.49K	Hold	237	–	–	﹤0.01%	464
2024 Q3	$5.36K	Hold	237	–	–	﹤0.01%	513
2024 Q2	$5.08K	Hold	237	–	–	﹤0.01%	520
2024 Q1	$4.9K	Hold	237	–	–	﹤0.01%	550
2023 Q4	$4.46K	Hold	237	–	–	﹤0.01%	556
2023 Q3	$4K	Hold	237	–	–	﹤0.01%	519
2023 Q2	$4.14K	Hold	237	–	–	﹤0.01%	527
2023 Q1	$3.82K	Hold	237	–	–	﹤0.01%	555
2022 Q4	$4K	Buy	+237	New	+$3.59K	﹤0.01%	545
2020 Q3	–	Sell	-192	Closed	-$2K	–	394
2020 Q2	$2K	Hold	192	–	–	﹤0.01%	362
2020 Q1	$2K	Buy	+192	New	+$2.33K	﹤0.01%	390