Axis Wealth Partners’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	$353K	Buy	12,086 +46	+0.4%	+$1.34K	0.23%	107
2025 Q1	$301K	Sell	12,040 -478	-4%	-$12K	0.22%	110
2024 Q4	$349K	Buy	+12,518	New	+$349K	0.29%	94