Kavar Capital Partners Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Buy	9,896 +5	+0.1%	+$155	0.04%	173
2025 Q4	$323K	Buy	9,891 +4	+0%	+$130	0.04%	146
2025 Q3	$315K	Buy	9,887 +9	+0.1%	+$274	0.04%	151
2025 Q2	$289K	Buy	9,878 +8	+0.1%	+$212	0.04%	158
2025 Q1	$247K	Sell	9,870 -14	-0.1%	-$383	0.04%	159
2024 Q4	$275K	Buy	9,884 +160	+2%	+$4.38K	0.05%	143
2024 Q3	$253K	Buy	9,724 +8	+0.1%	+$201	0.04%	157
2024 Q2	$245K	Hold	9,716	–	–	0.04%	144
2024 Q1	$225K	Buy	+9,716	New	+$215K	0.04%	152
2021 Q4	–	Sell	-11,056	Closed	-$205K	–	170
2021 Q3	$205K	Sell	11,056 -4,400	-28%	-$83.8K	0.05%	164
2021 Q2	$282K	Sell	15,456 -1,416	-8%	-$24.5K	0.07%	132
2021 Q1	$274K	Hold	16,872	–	–	0.07%	123
2020 Q4	$271K	Buy	+16,872	New	+$256K	0.08%	132
2019 Q3	–	Sell	-6,576	Closed	-$68K	–	387
2019 Q2	$68K	Buy	+6,576	New	+$66.9K	0.03%	197
2018 Q3	–	Sell	-5,600	Closed	-$53K	–	329
2018 Q2	$53K	Hold	5,600	–	–	0.03%	183
2018 Q1	$50K	Buy	+5,600	New	+$51.6K	0.03%	187
2016 Q1	–	Sell	-5,600	Closed	-$36K	–	339
2015 Q4	$36K	Buy	+5,600	New	+$37.4K	0.02%	190