N.E.W. Advisory 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	$1.7M	Sell	58,177 -408,923	-88%	-$11.9M	0.16%	52
2025 Q1	$11.7M	Buy	467,100 +245,730	+111%	+$6.15M	0.9%	27
2024 Q4	$6.17M	Buy	+221,370	New	+$6.17M	0.59%	33