JT Stratford LLC’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	$2.39M	Buy	81,888 +8,118	+11%	+$237K	0.36%	58
2025 Q1	$1.85M	Buy	73,770 +23,411	+46%	+$586K	0.33%	73
2024 Q4	$1.4M	Buy	50,359 +12,383	+33%	+$345K	0.23%	103
2024 Q3	$989K	Buy	37,976 +17,160	+82%	+$447K	0.17%	148
2024 Q2	$525K	Buy	+20,816	New	+$525K	0.1%	189