EFG
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Ethos Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ethos Financial Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.2M Sell
865,812
-8,558
-1% -$266K 1.84% 8
2025
Q4 		$28.5M Sell
874,370
-27,898
-3% -$907K 2.11% 8
2025
Q3 		$28.8M Buy
902,268
+34,294
+4% +$1.05M 2.26% 8
2025
Q2 		$25.4M Buy
867,974
+65,438
+8% +$1.73M 2.18% 8
2025
Q1 		$22.4M Buy
802,536
+64
+0% +$1.75K 2.14% 7
2024
Q4 		$22.4M Buy
802,472
+70,640
+10% +$1.93M 2.92% 5
2024
Q3 		$19.1M Sell
731,832
-12,444
-2% -$313K 3.14% 7
2024
Q2 		$18.8M Buy
744,276
+57,332
+8% +$1.35M 3.31% 5
2024
Q1 		$15.9M Buy
686,944
+36,344
+6% +$804K 3.01% 5
2023
Q4 		$13.5M Buy
650,600
+72,148
+12% +$1.4M 2.87% 6
2023
Q3 		$10.5M Buy
+578,452
New +$10.9M 2.72% 9

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