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Phil A. Younker & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Phil A. Younker & Associates’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 		$496K Hold
16,984
– – 0.49% 24
2025
Q1 		$425K Sell
16,984
-268
-2% -$6.71K 0.42% 23
2024
Q4 		$481K Buy
+17,252
New +$481K 0.48% 21