Triad Wealth Partners’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	$546K	Buy	22,340 +4,677	+26%	+$114K	0.11%	142
2025 Q1	$390K	Sell	17,663 -5,122	-22%	-$113K	0.12%	126
2024 Q4	$528K	Buy	+22,785	New	+$528K	0.19%	84
2024 Q3	–	Sell	-1,326	Closed	-$28.4K	–	746
2024 Q2	$28.4K	Buy	+1,326	New	+$28.4K	0.01%	298