Goldstone Financial Group’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
2024 Q1	–	Sell	-39,144	Closed	-$812K	–	174
2023 Q4	$812K	Sell	39,144 -11,648	-23%	-$242K	0.21%	80
2023 Q3	$923K	Buy	+50,792	New	+$923K	0.27%	73