Fi3 Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fi3 Financial Advisors’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
2025 Q2	$1.02M	Hold
2025 Q1	$877K	Sell
2024 Q4	$1.03M	Sell
2024 Q3	$961K	Buy