Hart & Patterson 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 Q4	$2.23M	Sell	80,160 -1,688	-2%	-$47K	1.09%	29
2024 Q3	$2.13M	Sell	81,848 -2,340	-3%	-$60.9K	1.01%	30
2024 Q2	$2.12M	Buy	84,188 +8,080	+11%	+$204K	1.05%	28
2024 Q1	$1.76M	Sell	76,108 -5,364	-7%	-$124K	0.87%	29
2023 Q4	$1.69M	Buy	+81,472	New	+$1.69M	0.88%	23