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Stone Summit Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stone Summit Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Sell
10,170
-1,449
-12% -$42.3K 0.09% 124
2025
Q1 		$291K Buy
+11,619
New +$291K 0.1% 122