Presidio Capital Management’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
Sell
-12,177
Closed -$305K 71
2025
Q1
$305K Buy
12,177
+3,725
+44% +$93.3K 0.12% 47
2024
Q4
$236K Hold
8,452
0.13% 57
2024
Q3
$220K Buy
+8,452
New +$220K 0.14% 61