Harvest Investment Services’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
$303K Sell
10,390
-1,897
-15% -$55.4K 0.07% 253
2025
Q1
$308K Sell
12,287
-942
-7% -$23.6K 0.09% 205
2024
Q4
$369K Buy
+13,229
New +$369K 0.09% 201