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Navis Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Navis Wealth Advisors’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 		$283K Sell
9,702
-1,850
-16% -$54K 0.24% 88
2025
Q1 		$289K Hold
11,552
– – 0.28% 80
2024
Q4 		$322K Hold
11,552
– – 0.35% 67
2024
Q3 		$301K Buy
+11,552
New +$301K 0.33% 75