KMG Fiduciary Partners’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	$3.55M	Buy	121,583 +12,218	+11%	+$357K	0.26%	90
2025 Q1	$2.74M	Sell	109,365 -2,745	-2%	-$68.7K	0.23%	100
2024 Q4	$3.12M	Buy	112,110 +8,962	+9%	+$250K	0.26%	91
2024 Q3	$2.69M	Buy	+103,148	New	+$2.69M	0.23%	99