Marshall Investment 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
$357K Sell
12,237
-1,560
-11% -$45.6K 1.7% 18
2025
Q1
$345K Buy
13,797
+13,407
+3,438% +$336K 0.21% 56
2024
Q4
$40.6K Buy
+390
New +$40.6K 0.02% 107