Elevation Capital Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$12.2M Buy
2024
Q4
Sell
2024
Q3
$8.71M Sell
2024
Q2
$9.02M Buy
2021
Q2
$408K Buy