Fi3 Financial Advisors’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	$1.02M	Hold	35,036	–	–	0.37%	27
2025 Q1	$877K	Sell	35,036 -1,764	-5%	-$44.2K	0.36%	33
2024 Q4	$1.03M	Sell	36,800 -88	-0.2%	-$2.45K	0.38%	31
2024 Q3	$961K	Buy	+36,888	New	+$961K	0.38%	29