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Siligmueller & Norvid Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.47M Sell
221,265
-14,613
-6% -$361K 2.12% 14
2025
Q1 		$5.21M Sell
235,878
-1,013
-0.4% -$22.4K 2.2% 14
2024
Q4 		$5.49M Buy
+236,891
New +$5.49M 2.34% 13