CFS Investment Advisory Services’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	$212K	Buy	+7,269	New	+$212K	0.02%	311
2021 Q3	–	Sell	-836,912	Closed	-$15.3M	–	210
2021 Q2	$15.3M	Buy	+836,912	New	+$15.3M	13.92%	2