Fortune Financial 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
2024 Q3	–	Sell	-43,548	Closed	-$1.1M	–	118
2024 Q2	$1.1M	Buy	43,548 +15,076	+53%	+$380K	0.67%	50
2024 Q1	$660K	Buy	+28,472	New	+$660K	0.42%	70