Valtinson Bruner Financial Planning’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	$633K	Sell	25,881 -285	-1%	-$6.97K	0.2%	62
2025 Q1	$578K	Buy	26,166 +531	+2%	+$11.7K	0.2%	64
2024 Q4	$594K	Hold	25,635	–	–	0.21%	73
2024 Q3	$580K	Buy	+25,635	New	+$580K	0.2%	78