White & Co Financial Planning’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.4M Sell
2025
Q2
$20.2M Buy
2025
Q1
$17.9M Sell
2024
Q4
$19.7M Buy