Paragon Private Wealth Management’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
$966K Buy
33,073
+5,644
+21% +$165K 0.38% 74
2025
Q1
$687K Buy
+27,429
New +$687K 0.32% 90