Univest Financial’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	$212K	Sell	8,662 -962	-10%	-$23.5K	0.01%	253
2025 Q1	$212K	Buy	9,624 +3	+0%	+$66	0.01%	264
2024 Q4	$223K	Buy	+9,621	New	+$223K	0.01%	262