Arete Wealth Advisors’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	$235K	Buy	+8,048	New	+$235K	0.02%	641
2025 Q1	–	Sell	-9,945	Closed	-$278K	–	799
2024 Q4	$278K	Buy	9,945 +1,197	+14%	+$33.5K	0.02%	582
2024 Q3	$227K	Buy	+8,748	New	+$227K	0.02%	613