GC Wealth Management RIA’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	$707K	Buy	24,189 +5,102	+27%	+$149K	0.06%	259
2025 Q1	$478K	Buy	19,087 +115	+0.6%	+$2.88K	0.09%	184
2024 Q4	$529K	Sell	18,972 -2,028	-10%	-$56.5K	0.09%	163
2024 Q3	$547K	Buy	21,000 +11,552	+122%	+$301K	0.1%	183
2024 Q2	$238K	Buy	+9,448	New	+$238K	0.05%	246