Atria Wealth Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.9M	Sell	441,275 -468,262	-51%	-$12.4M	0.29%	75
2025 Q1	$22.8M	Sell	909,537 -58,664	-6%	-$1.61M	0.27%	77
2024 Q4	$27M	Buy	968,201 +17,629	+2%	+$482K	0.3%	68
2024 Q3	$24.8M	Sell	950,572 -84,068	-8%	-$2.12M	0.27%	78
2024 Q2	$26.1M	Buy	1,034,640 +90,812	+10%	+$2.14M	0.29%	66
2024 Q1	$21.9M	Buy	943,828 +142,940	+18%	+$3.16M	0.25%	87
2023 Q4	$16.6M	Buy	800,888 +87,480	+12%	+$1.69M	0.21%	105
2023 Q3	$13M	Buy	713,408 +326,624	+84%	+$6.15M	0.18%	121
2023 Q2	$7.25M	Sell	386,784 -85,952	-18%	-$1.47M	0.1%	202
2023 Q1	$7.7M	Buy	472,736 +14,260	+3%	+$216K	0.11%	176
2022 Q4	$6.37M	Sell	458,476 -406,160	-47%	-$5.84M	0.1%	211
2022 Q3	$12.1M	Buy	864,636 +80,612	+10%	+$1.26M	0.21%	105
2022 Q2	$11.4M	Sell	784,024 -234,880	-23%	-$3.75M	0.23%	103
2022 Q1	$19.1M	Buy	+1,018,904	New	+$18.6M	0.32%	64