Wiser Advisor Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Wiser Advisor Group’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 Q2	$1.75M	Buy
2025 Q1	$1.41M	Sell
2024 Q4	$1.6M	Buy
2024 Q3	$1.53M	Buy
2024 Q2	$1.43M	Sell
2024 Q1	$1.38M	Sell
2023 Q4	$1.26M	Buy