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

Trek Financial’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	$619K	Buy
2025 Q2	$483K	Buy
2025 Q1	$394K	Buy
2024 Q4	$252K	Buy
2020 Q2	–	Sell
2020 Q1	$1.21M	Sell
2019 Q4	$2.21M	Sell
2019 Q3	$2.93M	Buy
2019 Q2	$1.32M	Buy
2019 Q1	–	Sell
2018 Q4	$1.61M	Buy