B.O.S.S. Retirement 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	$382K	Sell	13,089 -2,526	-16%	-$73.8K	0.1%	130
2025 Q1	$391K	Sell	15,615 -13,378	-46%	-$335K	0.11%	116
2024 Q4	$808K	Buy	+28,993	New	+$808K	0.23%	94
2024 Q1	–	Sell	-20,244	Closed	-$420K	–	207
2023 Q4	$420K	Buy	+20,244	New	+$420K	0.08%	192