Traphagen Investment 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
$298K Sell
10,217
-324
-3% -$9.46K 0.03% 146
2025
Q1
$264K Buy
10,541
+3,016
+40% +$75.5K 0.03% 147
2024
Q4
$210K Buy
+7,525
New +$210K 0.02% 168