Castleview 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	$418K	Buy	+14,309	New	+$418K	0.27%	91
2025 Q1	–	Sell	-4,364	Closed	-$121K	–	479
2024 Q4	$121K	Hold	4,364	–	–	0.07%	237
2024 Q3	$114K	Buy	4,364 +32	+0.7%	+$833	0.07%	218
2024 Q2	$109K	Buy	+4,332	New	+$109K	0.06%	230