Sightline 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	$2.53M	Buy	86,737 +2,639	+3%	+$77.1K	1.22%	21
2025 Q1	$2.11M	Buy	84,098 +26,742	+47%	+$670K	1.11%	22
2024 Q4	$1.6M	Buy	57,356 +6,024	+12%	+$168K	0.86%	25
2024 Q3	$1.34M	Buy	51,332 +7,724	+18%	+$201K	0.74%	29
2024 Q2	$1.1M	Buy	+43,608	New	+$1.1M	0.68%	29