Pathway Financial Advisers’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
Q1
Sell
-5,460
Closed -$152K 356
2024
Q4
$152K Buy
+5,460
New +$152K 0.05% 167
2024
Q3
Sell
-5,304
Closed -$133K 439
2024
Q2
$133K Buy
5,304
+1,548
+41% +$38.9K 0.05% 172
2024
Q1
$87.1K Buy
+3,756
New +$87.1K 0.03% 193