One Wealth Management Investment & 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	$725K	Buy	24,817 +186	+0.8%	+$5.43K	0.93%	19
2025 Q1	$617K	Buy	+24,631	New	+$617K	1.02%	16
2024 Q2	–	Sell	-8,848	Closed	-$205K	–	146
2024 Q1	$205K	Sell	8,848 -972	-10%	-$22.5K	0.08%	128
2023 Q4	$204K	Buy	+9,820	New	+$204K	0.09%	119