WMS Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

WMS Partners’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 Q1	–	Sell
2024 Q4	$1.73M	Hold
2024 Q3	$1.69M	Buy
2024 Q2	$289K	Buy
2019 Q2	–	Sell
2019 Q1	$449K	Buy
2016 Q1	–	Sell
2015 Q4	$701K	Buy