Everett Harris & Co’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
2026 Q1	$909K	Buy	31,188 +1,250	+4%	+$38.9K	0.01%	169
2025 Q4	$977K	Hold	29,938	–	–	0.01%	166
2025 Q3	$955K	Buy	29,938 +1,000	+3%	+$30.5K	0.01%	166
2025 Q2	$845K	Hold	28,938	–	–	0.01%	173
2025 Q1	$725K	Buy	28,938 +650	+2%	+$17.8K	0.01%	176
2024 Q4	$788K	Buy	28,288 +2,700	+11%	+$73.8K	0.01%	159
2024 Q3	$666K	Buy	25,588 +280	+1%	+$7.05K	0.01%	169
2024 Q2	$638K	Buy	25,308 +5,508	+28%	+$130K	0.01%	164
2024 Q1	$459K	Buy	19,800 +2,460	+14%	+$54.4K	0.01%	188
2023 Q4	$360K	Buy	17,340 +1,340	+8%	+$25.9K	0.01%	206
2023 Q3	$291K	Buy	16,000 +4,040	+34%	+$76K	﹤0.01%	214
2023 Q2	$224K	Buy	+11,960	New	+$205K	﹤0.01%	237
2022 Q1	–	Sell	-10,400	Closed	-$213K	–	274
2021 Q4	$213K	Buy	+10,400	New	+$208K	﹤0.01%	254
2021 Q1	–	Sell	-16,824	Closed	-$270K	–	261
2020 Q4	$270K	Hold	16,824	–	–	﹤0.01%	224
2020 Q3	$242K	Hold	16,824	–	–	﹤0.01%	224
2020 Q2	$214K	Buy	+16,824	New	+$196K	﹤0.01%	223