Forum Financial Management’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	$417K	Buy	14,284 +439	+3%	+$12.8K	0.01%	486
2025 Q1	$347K	Buy	13,845 +1,527	+12%	+$38.2K	0.01%	524
2024 Q4	$343K	Buy	12,318 +10	+0.1%	+$279	0.01%	536
2024 Q3	$321K	Buy	12,308 +24	+0.2%	+$625	0.01%	482
2024 Q2	$310K	Buy	+12,284	New	+$310K	0.01%	464