Heritage Wealth Partners’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 Q1	$374K	Buy	14,937 +17	+0.1%	+$426	0.57%	37
2024 Q4	$416K	Buy	14,920 +16	+0.1%	+$446	0.52%	38
2024 Q3	$388K	Buy	14,904 +32	+0.2%	+$833	0.46%	43
2024 Q2	$375K	Buy	+14,872	New	+$375K	0.54%	38