Coordinated Financial 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	$369K	Buy	12,622 +1,201	+11%	+$35.1K	0.26%	107
2025 Q1	$286K	Sell	11,421 -2,800	-20%	-$70.1K	0.22%	114
2024 Q4	$396K	Buy	+14,221	New	+$396K	0.31%	91
2024 Q2	$313K	Sell	12,416 -936	-7%	-$23.6K	0.27%	95
2024 Q1	$310K	Buy	+13,352	New	+$310K	0.27%	90