Fiduciary Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Buy	10,006 +26	+0.3%	+$636	0.04%	263
2025 Q1	$207K	Buy	9,980 +28	+0.3%	+$580	0.05%	273
2024 Q4	$229K	Buy	9,952 +28	+0.3%	+$645	0.05%	244
2024 Q3	$224K	Buy	9,924 +27	+0.3%	+$610	0.05%	243
2024 Q2	$220K	Buy	+9,897	New	+$220K	0.05%	240