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Aspiriant LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspiriant LLC’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$472K Sell
16,172
-1
-0% -$29 0.02% 203
2025
Q1 		$405K Sell
16,173
-7,230
-31% -$181K 0.01% 205
2024
Q4 		$652K Buy
23,403
+8,211
+54% +$229K 0.02% 173
2024
Q3 		$396K Buy
+15,192
New +$396K 0.02% 205