Stonebridge Financial 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 Q2	–	Sell	-5,057	Closed	-$127K	–	810
2025 Q1	$127K	Buy	5,057 +17	+0.3%	+$426	0.01%	266
2024 Q4	$140K	Buy	+5,040	New	+$140K	0.02%	255