First National Bank Sioux Falls’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.12M	Buy	283,851 +12,072	+4%	+$375K	2.5%	11
2025 Q4	$8.87M	Buy	271,779 +903	+0.3%	+$29.4K	2.65%	11
2025 Q3	$8.64M	Sell	270,876 -2,114	-0.8%	-$64.4K	2.7%	11
2025 Q2	$7.97M	Buy	272,990 +8,533	+3%	+$226K	2.93%	10
2025 Q1	$6.62M	Buy	264,457 +24,111	+10%	+$660K	2.68%	10
2024 Q4	$6.7M	Buy	240,346 +6,842	+3%	+$187K	2.85%	9
2024 Q3	$6.08M	Buy	233,504 +25,352	+12%	+$638K	2.77%	9
2024 Q2	$5.25M	Buy	208,152 +27,656	+15%	+$652K	2.72%	9
2024 Q1	$4.18M	Buy	180,496 +11,704	+7%	+$259K	2.28%	11
2023 Q4	$3.5M	Buy	168,792 +27,468	+19%	+$531K	1.79%	14
2023 Q3	$2.57M	Buy	141,324 +13,032	+10%	+$245K	1.54%	16
2023 Q2	$2.4M	Buy	128,292 +17,232	+16%	+$295K	1.53%	17
2023 Q1	$1.81M	Buy	111,060 +29,292	+36%	+$445K	1.25%	18
2022 Q4	$1.14M	Buy	81,768 +67,328	+466%	+$968K	0.82%	26
2022 Q3	$201K	Buy	+14,440	New	+$226K	0.21%	107