Joel Isaacson & Co’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	$221K	Buy	+7,577	New	+$221K	0.01%	390
2025 Q1	–	Sell	-11,480	Closed	-$320K	–	412
2024 Q4	$320K	Buy	+11,480	New	+$320K	0.01%	289