Wealthquest’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wealthquest’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
2026 Q1	$313K	Buy
2021 Q1	–	Sell
2020 Q4	$205K	Sell
2020 Q3	$260K	Sell
2020 Q2	$266K	Buy
2019 Q4	$628K	Sell
2019 Q3	$712K	Sell
2019 Q2	$893K	Sell
2019 Q1	$963K	Buy
2018 Q4	$776K	Buy