Mogy Joel R Investment Counsel’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	$55.4K	Buy	+1,896	New	+$55.4K	﹤0.01%	111
2024 Q2	–	Sell	-2,000	Closed	-$46.4K	–	120
2024 Q1	$46.4K	Buy	+2,000	New	+$46.4K	﹤0.01%	114