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Montis Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Montis Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.17M Sell
74,268
-1,359
-2% -$39.7K 0.6% 30
2025
Q1 		$1.89M Sell
75,627
-8,094
-10% -$203K 0.56% 32
2024
Q4 		$2.33M Buy
+83,721
New +$2.33M 0.72% 26