Quotient Wealth Partners’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	$3.81M	Sell	130,447 -15,425	-11%	-$451K	0.11%	52
2025 Q1	$3.65M	Buy	145,872 +92,157	+172%	+$2.31M	0.12%	48
2024 Q4	$1.5M	Buy	53,715 +287	+0.5%	+$8K	0.05%	82
2024 Q3	$1.39M	Buy	53,428 +27,820	+109%	+$725K	0.05%	83
2024 Q2	$646K	Buy	+25,608	New	+$646K	0.02%	146