McKinley Carter Wealth Services’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	$2.37M	Buy	81,211 +58,943	+265%	+$1.72M	0.13%	106
2025 Q1	$558K	Buy	+22,268	New	+$558K	0.03%	196
2020 Q1	–	Sell	-7,016	Closed	-$82K	–	172
2019 Q4	$82K	Buy	+7,016	New	+$82K	0.02%	172