Summit Financial Consulting’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
-12,954
Closed -$324K 46
2025
Q1
$324K Buy
+12,954
New +$324K 0.3% 32