Cypress Capital Advisors’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
$4.87M Buy
166,585
+48,052
+41% +$1.4M 3.04% 11
2025
Q1
$2.97M Buy
118,533
+109,015
+1,145% +$2.73M 2.06% 14
2024
Q4
$265K Buy
+9,518
New +$265K 0.21% 52