Tiller Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17,200	Closed	-$549K	–	68
2025 Q3	$549K	Sell	17,200 -115	-0.7%	-$3.5K	0.2%	26
2025 Q2	$506K	Sell	17,315 -3,173	-15%	-$83.9K	0.19%	25
2025 Q1	$513K	Buy	20,488 +500	+3%	+$13.7K	0.21%	27
2024 Q4	$557K	Sell	19,988 -28	-0.1%	-$766	0.24%	25
2024 Q3	$521K	Hold	20,016	–	–	0.22%	27
2024 Q2	$505K	Buy	20,016 +1,896	+10%	+$44.7K	0.22%	26
2024 Q1	$420K	Hold	18,120	–	–	0.19%	29
2023 Q4	$376K	Hold	18,120	–	–	0.19%	31
2023 Q3	$329K	Hold	18,120	–	–	0.18%	34
2023 Q2	$340K	Hold	18,120	–	–	0.18%	34
2023 Q1	$295K	Sell	18,120 -4,800	-21%	-$72.9K	0.17%	37
2022 Q4	$318K	Hold	22,920	–	–	0.19%	40
2022 Q3	$320K	Hold	22,920	–	–	0.21%	38
2022 Q2	$332K	Hold	22,920	–	–	0.2%	41
2022 Q1	$429K	Buy	22,920 +360	+2%	+$6.57K	0.25%	31
2021 Q4	$462K	Hold	22,560	–	–	0.29%	29
2021 Q3	$418K	Hold	22,560	–	–	0.32%	28
2021 Q2	$412K	Hold	22,560	–	–	0.44%	27
2021 Q1	$366K	Hold	22,560	–	–	0.46%	21
2020 Q4	$362K	Hold	22,560	–	–	0.49%	22
2020 Q3	$325K	Hold	22,560	–	–	0.6%	18
2020 Q2	$286K	Hold	22,560	–	–	0.58%	20
2020 Q1	$225K	Hold	22,560	–	–	0.26%	28
2019 Q4	$262K	Hold	22,560	–	–	0.21%	30
2019 Q3	$237K	Hold	22,560	–	–	0.2%	31
2019 Q2	$235K	Hold	22,560	–	–	0.2%	29
2019 Q1	$224K	Buy	+22,560	New	+$213K	0.19%	30
2018 Q4	–	Sell	-24,800	Closed	-$254K	–	43
2018 Q3	$254K	Hold	24,800	–	–	0.18%	31
2018 Q2	$235K	Hold	24,800	–	–	0.16%	36
2018 Q1	$222K	Sell	24,800 -1,824	-7%	-$16.8K	0.16%	36
2017 Q4	$235K	Buy	+26,624	New	+$229K	0.18%	34