Elevation Capital Advisory’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	$12.2M	Buy	+417,929	New	+$12.2M	4.89%	4
2024 Q4	–	Sell	-334,508	Closed	-$8.71M	–	72
2024 Q3	$8.71M	Sell	334,508 -23,304	-7%	-$607K	3.85%	10
2024 Q2	$9.02M	Buy	+357,812	New	+$9.02M	4.12%	12
2021 Q2	$408K	Buy	+22,272	New	+$408K	0.23%	16