OFO
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OneAscent Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

OneAscent Family Office’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 		$1.25M Buy
42,710
+5,131
+14% +$150K 1.18% 18
2025
Q1 		$948K Buy
+37,579
New +$948K 0.88% 25