Fiduciary Family Office’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	$254K	Buy	+8,705	New	+$254K	0.08%	165
2024 Q4	–	Sell	-17,280	Closed	-$450K	–	203
2024 Q3	$450K	Sell	17,280 -5,904	-25%	-$154K	0.15%	137
2024 Q2	$584K	Buy	23,184 +2,688	+13%	+$67.8K	0.23%	112
2024 Q1	$475K	Buy	+20,496	New	+$475K	0.19%	140