EnRich Financial Partners’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
Q1
Sell
-384
Closed -$10.7K 184
2024
Q4
$10.7K Buy
384
+32
+9% +$892 ﹤0.01% 171
2024
Q3
$9.17K Hold
352
﹤0.01% 177
2024
Q2
$8.87K Hold
352
﹤0.01% 182
2024
Q1
$8.16K Buy
+352
New +$8.16K ﹤0.01% 168