SWM
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SilverOak Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,707
Closed -$230K 98
2024
Q1
$230K Buy
+3,707
New +$230K 0.06% 90