William Howard & Co Financial Advisors’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
$282K Buy
2025
Q2
$261K Buy
2025
Q1
$235K Buy
2024
Q4
$246K Sell
2024
Q3
$244K Buy
2024
Q2
$229K Hold
2024
Q1
$222K Buy