Forza Wealth 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
$231K Buy
+7,896
New +$231K 0.09% 177
2025
Q1
Sell
-7,896
Closed -$220K 182
2024
Q4
$220K Hold
7,896
0.1% 175
2024
Q3
$206K Buy
+7,896
New +$206K 0.09% 176