National Wealth Management Group’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 Q1	$332K	Buy	13,243 +661	+5%	+$16.6K	0.22%	107
2024 Q4	$351K	Buy	12,582 +3,870	+44%	+$108K	0.23%	95
2024 Q3	$227K	Buy	+8,712	New	+$227K	0.15%	130