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Francis Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Francis Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,888
Closed -$248K – 94
2024
Q4 		$248K Hold
8,888
– – 0.06% 82
2024
Q3 		$231K Buy
+8,888
New +$231K 0.06% 84