HMV Wealth Advisors’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	$1.29M	Sell	44,255 -23,871	-35%	-$697K	0.85%	27
2025 Q1	$1.71M	Hold	68,126	–	–	1.35%	24
2024 Q4	$1.9M	Buy	+68,126	New	+$1.9M	1.9%	19