Cladis Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$220K	Buy	+7,536	New	+$220K	0.14%	127
2025 Q1	–	Sell	-7,536	Closed	-$210K	–	141
2024 Q4	$210K	Buy	+7,536	New	+$210K	0.15%	120