TRUE Private Wealth Advisors’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
2025
Q2
$341K Hold
2025
Q1
$308K Hold
2024
Q4
$323K Hold
2024
Q3
$316K Hold
2024
Q2
$299K Hold
2024
Q1
$289K Buy