SWA

SFMG Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,720	Closed	-$319K	–	298
2025 Q1	$319K	Buy	+12,720	New	+$319K	0.03%	193
2021 Q3	–	Sell	-2,058	Closed	-$300K	–	271
2021 Q2	$300K	Buy	+2,058	New	+$300K	0.03%	194