Latko Wealth Management’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
$3.36M Buy
115,083
+10,469
+10% +$306K 1.89% 12
2025
Q1
$2.62M Buy
104,614
+2,635
+3% +$66K 1.7% 12
2024
Q4
$2.84M Buy
101,979
+3,819
+4% +$106K 1.68% 12
2024
Q3
$2.56M Buy
+98,160
New +$2.56M 1.55% 13