RFG - Bristol 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	$3.69M	Buy	126,235 +5,039	+4%	+$147K	1.14%	24
2025 Q1	$3.03M	Buy	121,196 +22,643	+23%	+$567K	1.02%	23
2024 Q4	$2.75M	Buy	+98,553	New	+$2.75M	0.9%	27