Naviter Wealth’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
2023 Q4	–	Sell	-15,664	Closed	-$285K	–	230
2023 Q3	$285K	Hold	15,664	–	–	0.07%	180
2023 Q2	$294K	Buy	+15,664	New	+$294K	0.07%	196