Stewardship 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	$1.86M	Buy	63,545 +4,337	+7%	+$127K	0.47%	35
2025 Q1	$1.48M	Buy	59,208 +9,160	+18%	+$229K	0.4%	39
2024 Q4	$1.39M	Buy	50,048 +8,428	+20%	+$235K	0.39%	42
2024 Q3	$1.08M	Buy	41,620 +29,472	+243%	+$768K	0.31%	46
2024 Q2	$306K	Buy	+12,148	New	+$306K	0.1%	56