Mount Yale Investment Advisors’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	$275K	Buy	9,413 +1	+0%	+$29	0.02%	480
2025 Q1	$236K	Buy	9,412 +1	+0%	+$25	0.02%	486
2024 Q4	$262K	Buy	9,411 +803	+9%	+$22.4K	0.02%	476
2024 Q3	$224K	Buy	+8,608	New	+$224K	0.02%	504