MFC
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Morris Financial Concepts’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Morris Financial Concepts’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 		$236K Hold
8,076
– – 0.09% 120
2025
Q1 		$202K Hold
8,076
– – 0.08% 130
2024
Q4 		$225K Sell
8,076
-1,472
-15% -$41K 0.1% 116
2024
Q3 		$249K Buy
+9,548
New +$249K 0.11% 106