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Personal CFO Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Personal CFO Solutions’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 		$216K Sell
7,398
-911
-11% -$26.6K 0.04% 447
2025
Q1 		$208K Buy
8,309
+586
+8% +$14.7K 0.04% 420
2024
Q4 		$215K Sell
7,723
-4,833
-38% -$135K 0.04% 426
2024
Q3 		$327K Buy
+12,556
New +$327K 0.05% 389