SNWA

Siligmueller & Norvid 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	$2.02M	Sell	68,325 -3,874	-5%	-$115K	0.78%	32
2025 Q1	$1.81M	Sell	72,199 -5,967	-8%	-$149K	0.76%	32
2024 Q4	$2.18M	Buy	+78,166	New	+$2.18M	0.93%	30