Peterson Wealth Advisors’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
$675K Sell
23,092
-135
-0.6% -$3.94K 0.11% 53
2025
Q1
$525K Buy
23,227
+11,426
+97% +$258K 0.1% 55
2024
Q4
$334K Buy
+11,801
New +$334K 0.06% 68