Custos Family Office’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	$1.8M	Buy	61,635 +59	+0.1%	+$1.72K	0.57%	28
2025 Q1	$1.54M	Buy	61,576 +69	+0.1%	+$1.73K	0.55%	27
2024 Q4	$1.71M	Buy	61,507 +67	+0.1%	+$1.87K	0.6%	27
2024 Q3	$1.6M	Sell	61,440 -2,832	-4%	-$73.8K	0.58%	28
2024 Q2	$1.62M	Buy	+64,272	New	+$1.62M	0.65%	27