Core Wealth 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	$507K	Buy	17,360 +2	+0%	+$58	0.26%	85
2025 Q1	$435K	Buy	17,358 +678	+4%	+$17K	0.25%	92
2024 Q4	$465K	Buy	16,680 +1,920	+13%	+$53.5K	0.27%	86
2024 Q3	$384K	Buy	+14,760	New	+$384K	0.23%	97