Advyzon Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
48,428
+40,495
+510% +$1.18M 0.31% 72
2025
Q1
$199K Sell
7,933
-3,078
-28% -$77.1K 0.07% 258
2024
Q4
$307K Buy
+11,011
New +$307K 0.12% 158