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Avantra Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avantra Family Wealth’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 		– Sell
-10,292
Closed -$258K – 158
2025
Q1 		$258K Hold
10,292
– – 0.25% 130
2024
Q4 		$287K Buy
+10,292
New +$287K 0.27% 121