WealthPlan Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

WealthPlan Investment Management’s Portfolio SCHX Stock Details SCHX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.5M	Sell
2025 Q2	$6.11M	Buy
2025 Q1	$1.29M	Sell
2024 Q4	$1.37M	Buy
2023 Q1	–	Sell
2022 Q4	$1.57M	Buy
2022 Q3	$1.42M	Buy
2022 Q1	$1.13M	Buy