Ledge 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
2023 Q1	–	Sell	-29,272	Closed	-$407K	–	72
2022 Q4	$407K	Sell	29,272 -21,824	-43%	-$303K	0.19%	55
2022 Q3	$713K	Sell	51,096 -41,512	-45%	-$579K	0.44%	47
2022 Q2	$1.34M	Sell	92,608 -21,740	-19%	-$315K	0.83%	39
2022 Q1	$2.14M	Buy	+114,348	New	+$2.14M	1.33%	17