Lord & Richards 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
Sell
-14,567
Closed -$365K 138
2025
Q1
$365K Buy
+14,567
New +$365K 0.41% 51