UP Strategic Wealth Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.9M	Buy
2025 Q2	$15.8M	Buy
2025 Q1	$12.5M	Buy
2024 Q4	$9.39M	Buy
2024 Q3	$9.15M	Buy
2024 Q2	$8.32M	Buy
2024 Q1	$7.16M	Buy
2023 Q4	$5.99M	Buy