Ownership history in Plotkin Financial Advisors, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in SCHWAB U.S. LARGE-CAP ETF (SCHX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 79,467 | -52 | -0.1% | 1.04% | $2.1M | $26.91 |
| 2025 Q3 | REDUCED | 79,519 | -21 | -0.0% | 1.04% | $2.1M | $26.26 |
| 2025 Q2 | ADDED | 79,540 | +1,088 | +1.4% | 1.07% | $1.9M | $24.30 |
| 2025 Q1 | ADDED | 78,452 | +9,162 | +13.2% | 1.06% | $1.7M | $21.89 |
| 2024 Q4 | INITIATED | 69,290 | — | — | 0.95% | $1.6M | $22.91 |
As of 2025 Q4 — sorted by position size