Fragasso 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
2025
Q2
$238K Buy
8,141
+8
+0.1% +$234 0.02% 253
2025
Q1
$204K Buy
8,133
+9
+0.1% +$225 0.02% 259
2024
Q4
$226K Buy
8,124
+8
+0.1% +$223 0.02% 244
2024
Q3
$211K Buy
8,116
+16
+0.2% +$417 0.02% 254
2024
Q2
$204K Buy
+8,100
New +$204K 0.02% 254