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FirstPurpose Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FirstPurpose Wealth’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
Q1 		$344K Buy
14,976
+4,400
+42% +$101K 0.12% 151
2023
Q4 		$219K Buy
+10,576
New +$219K 0.08% 189