Equita Financial Network’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	$286K	Sell	9,808 -907	-8%	-$26.5K	0.11%	66
2025 Q1	$268K	Sell	10,715 -14	-0.1%	-$351	0.09%	75
2024 Q4	$299K	Sell	10,729 -1,743	-14%	-$48.6K	0.11%	68
2024 Q3	$325K	Sell	12,472 -21,520	-63%	-$561K	0.12%	63
2024 Q2	$857K	Buy	+33,992	New	+$857K	0.36%	41