Traphagen Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Traphagen Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.38M	Buy
2025 Q2	$2.71M	Buy
2025 Q1	$2.44M	Buy
2024 Q4	$2.55M	Buy
2024 Q3	$2.48M	Buy
2024 Q2	$2.33M	Hold
2024 Q1	$2.25M	Sell
2023 Q4	$2.1M	Buy
2023 Q3	$1.82M	Buy
2023 Q2	$1.88M	Buy