Forefront Wealth Partners’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
$1.27M Buy
45,540
+18,125
+66% +$505K 0.87% 34
2025
Q1
$686K Sell
27,415
-18,125
-40% -$454K 0.47% 50
2024
Q4
$1.27M Buy
+45,540
New +$1.27M 0.95% 32