INDEPENDENT FINANCIAL GROUP, LLC’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
2026
Q1
$12.9M Buy
2025
Q4
$13.7M Buy
2025
Q3
$12.7M Buy
2025
Q2
$11.2M Buy