White & Co 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	$20.2M	Buy	829,155 +13,180	+2%	+$321K	16.13%	1
2025 Q1	$17.9M	Sell	815,975 -32,204	-4%	-$707K	15.44%	1
2024 Q4	$19.7M	Buy	+848,179	New	+$19.7M	16.68%	1