Ipsen Advisor 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
2025 Q2	$443K	Buy	15,152 +15	+0.1%	+$438	0.34%	74
2025 Q1	$379K	Buy	15,137 +16	+0.1%	+$401	0.33%	76
2024 Q4	$421K	Buy	+15,121	New	+$421K	0.36%	69
2022 Q4	$253K	Buy	+18,228	New	+$253K	0.29%	87