Trivant Custom Portfolio Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Trivant Custom Portfolio Group’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 Q2	–	Sell
2025 Q1	$106K	Hold
2024 Q4	$111K	Hold
2024 Q3	$109K	Hold
2024 Q2	$103K	Hold
2024 Q1	$99.3K	Hold
2023 Q4	$90.2K	Hold
2023 Q3	$81K	Hold
2023 Q2	$83.8K	Hold
2023 Q1	$77.4K	Buy