RIA Advisory Group’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 Q1	–	Sell	-13,459	Closed	-$375K	–	162
2024 Q4	$375K	Buy	13,459 +15	+0.1%	+$418	0.13%	93
2024 Q3	$350K	Buy	+13,444	New	+$350K	0.12%	87
2024 Q1	$311K	Sell	13,416 -88,436	-87%	-$2.05M	0.13%	97
2023 Q4	$1.94M	Buy	+101,852	New	+$1.94M	0.81%	14