Arista Wealth 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
$1.47M Buy
50,412
+41,790
+485% +$1.22M 0.2% 67
2025
Q1
$216K Buy
8,622
+614
+8% +$15.4K 0.05% 64
2024
Q4
$223K Hold
8,008
0.05% 64
2024
Q3
$209K Hold
8,008
0.05% 69
2024
Q2
$202K Buy
+8,008
New +$202K 0.05% 63