Diversified Portfolios Inc’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
$515K Sell
17,638
-2,184
-11% -$63.8K 0.05% 116
2025
Q1
$496K Sell
19,822
-4,010
-17% -$100K 0.05% 107
2024
Q4
$664K Buy
+23,832
New +$664K 0.07% 100