Windsor Advisory Group’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
Q1
Sell
2024
Q4
$5.75M Buy
2024
Q3
$2.27M Buy
2024
Q1
Sell
2023
Q4
$1.31M Buy