AssuredPartners Investment 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	$267K	Sell	9,149 -499	-5%	-$14.6K	0.07%	203
2025 Q1	$242K	Buy	9,648 +2,432	+34%	+$60.9K	0.05%	290
2024 Q4	$201K	Buy	+7,216	New	+$201K	0.04%	316