Tyler-Stone Wealth Management’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
$357K Buy
+14,594
New +$357K 0.06% 237
2024
Q3
Sell
-756
Closed -$16.2K 782
2024
Q2
$16.2K Hold
756
0.01% 546
2024
Q1
$15.6K Hold
756
0.01% 555
2023
Q4
$14.2K Buy
+756
New +$14.2K 0.01% 557