Wilkins Miller Wealth Management’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	$14.8M	Buy	606,647 +37,647	+7%	+$920K	10.09%	1
2025 Q1	$12.6M	Buy	569,000 +4,921	+0.9%	+$109K	9.44%	1
2024 Q4	$13.1M	Buy	+564,079	New	+$13.1M	13.68%	1