Crestwood Advisors 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	$205K	Buy	+7,006	New	+$205K	﹤0.01%	512
2025 Q1	–	Sell	-7,196	Closed	-$201K	–	508
2024 Q4	$201K	Buy	+7,196	New	+$201K	﹤0.01%	445