Koss-Olinger Consulting’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
$293K Buy
10,045
+45
+0.5% +$1.31K 0.02% 270
2025
Q1
$250K Hold
10,000
0.02% 274
2024
Q4
$279K Hold
10,000
0.02% 161
2024
Q3
$260K Buy
+10,000
New +$260K 0.02% 240