New Century Financial 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 Q2	$364K	Sell	12,473 -20,020	-62%	-$585K	0.43%	58
2025 Q1	$814K	Buy	32,493 +1,623	+5%	+$40.6K	0.94%	27
2024 Q4	$874K	Sell	30,870 -3,826	-11%	-$108K	0.37%	70
2024 Q3	$904K	Buy	34,696 +5,148	+17%	+$134K	0.33%	84
2024 Q2	$745K	Buy	+29,548	New	+$745K	0.32%	92