Copperwynd Financial’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	$203K	Buy	+6,949	New	+$203K	0.05%	154
2024 Q4	–	Sell	-8,600	Closed	-$224K	–	149
2024 Q3	$224K	Buy	8,600 +4	+0%	+$104	0.07%	138
2024 Q2	$215K	Buy	+8,596	New	+$215K	0.07%	140