Cape Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cape Investment Advisory’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.62M	Sell
2025 Q1	$6.57M	Sell
2024 Q4	$7.7M	Sell
2024 Q3	$7.64M	Sell
2024 Q2	$7.46M	Sell
2024 Q1	$6.95M	Sell
2023 Q4	$6.35M	Sell
2023 Q3	$5.78M	Sell
2023 Q2	$6.06M	Sell
2023 Q1	$5.4M	Buy