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

WMS Partners’s Portfolio SCHX Stock Details SCHX Fund Activity

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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