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Patten & Patten’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patten & Patten’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 		$590K Buy
20,210
+812
+4% +$23.7K 0.04% 214
2025
Q1 		$486K Buy
19,398
+6,826
+54% +$171K 0.03% 227
2024
Q4 		$350K Buy
+12,572
New +$350K 0.02% 250