PRI

Prepared Retirement Institute’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$221K	Buy	+7,569	New	+$221K	0.13%	82
2025 Q1	–	Sell	-7,208	Closed	-$201K	–	89
2024 Q4	$201K	Buy	+7,208	New	+$201K	0.11%	79