United Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

United Advisor 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 Q3	$10.2M	Buy
2025 Q2	$6.96M	Buy
2025 Q1	$4.75M	Buy
2024 Q4	$4.76M	Buy
2024 Q3	$4.33M	Sell
2024 Q2	$6.51M	Sell
2024 Q1	$6.84M	Sell
2023 Q4	$13.7M	Buy