Gallagher Fiduciary Advisors’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	$534K	Sell	21,848 -93	-0.4%	-$2.27K	0.02%	167
2025 Q1	$484K	Buy	21,941 +1,045	+5%	+$23.1K	0.02%	160
2024 Q4	$484K	Buy	+20,896	New	+$484K	0.09%	144