Copley Financial Group’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	$272K	Sell	9,302 -1,352	-13%	-$39.5K	0.2%	90
2025 Q1	$267K	Sell	10,654 -2,196	-17%	-$55K	0.2%	91
2024 Q4	$358K	Buy	12,850 +2,194	+21%	+$61.1K	0.27%	88
2024 Q3	$278K	Buy	+10,656	New	+$278K	0.25%	83