Semus 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
2024 Q2	–	Sell	-31,772	Closed	-$736K	–	131
2024 Q1	$736K	Sell	31,772 -72,200	-69%	-$1.67M	0.62%	37
2023 Q4	$2.16M	Buy	103,972 +35,776	+52%	+$742K	1.77%	13
2023 Q3	$1.24M	Buy	68,196 +22,180	+48%	+$403K	1.15%	14
2023 Q2	$862K	Buy	+46,016	New	+$862K	0.79%	27