Williams & Novak’s Schwab US Large- Cap ETF SCHX Stock Holding History

Williams & Novak’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$639K	Hold
2025 Q2	$593K	Hold
2025 Q1	$538K	Hold
2024 Q4	$563K	Hold
2024 Q3	$549K	Sell
2024 Q2	$526K	Buy
2024 Q1	$458K	Hold
2023 Q4	$458K	Buy