Stewardship 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	$1.06M	Buy	43,553 +930	+2%	+$22.7K	0.27%	50
2025 Q1	$941K	Buy	42,623 +4,135	+11%	+$91.3K	0.25%	49
2024 Q4	$892K	Buy	38,488 +5,746	+18%	+$133K	0.25%	54
2024 Q3	$741K	Buy	+32,742	New	+$741K	0.21%	58