FourThought Financial 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
$227K Buy
+7,763
New +$227K 0.02% 273
2025
Q1
Sell
-7,760
Closed -$216K 332
2024
Q4
$216K Buy
+7,760
New +$216K 0.02% 296
2023
Q4
Sell
-13,432
Closed -$244K 332
2023
Q3
$244K Buy
+13,432
New +$244K 0.03% 271