FTDI
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First Trust Direct Indexing’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Trust Direct Indexing’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,604
Closed -$485K – 748
2024
Q3 		$485K Sell
18,604
-1,872
-9% -$48.8K 0.03% 559
2024
Q2 		$516K Buy
+20,476
New +$516K 0.03% 493