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

Whipplewood Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$606K Buy
24,783
+21,830
+739% +$534K 0.33% 82
2025
Q1 		$510K Sell
2,953
-20,974
-88% -$3.62M 0.3% 79
2024
Q4 		$555K Buy
+23,927
New +$555K 0.32% 78