Flagship Wealth 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	$3.95M	Sell	135,338 -40,385	-23%	-$1.18M	1.49%	23
2025 Q1	$4.4M	Buy	175,723 +140,611	+400%	+$3.52M	1.85%	15
2024 Q4	$979K	Buy	+35,112	New	+$979K	0.58%	34