HBC Financial 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
2024 Q2	–	Sell	-7,208	Closed	-$159K	–	177
2024 Q1	$159K	Sell	7,208 -1,992	-22%	-$43.9K	0.11%	35
2023 Q4	$190K	Buy	9,200 +5,600	+156%	+$116K	0.13%	28
2023 Q3	$65K	Sell	3,600 -3,200	-47%	-$57.8K	0.05%	50
2023 Q2	$132K	Buy	+6,800	New	+$132K	0.09%	38