Treybourne Wealth Planners’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
2021 Q2	$35.9M	Buy	1,967,816 +31,280	+2%	+$571K	22.22%	1
2021 Q1	$31.4M	Sell	1,936,536 -93,208	-5%	-$1.51M	21.77%	1
2020 Q4	$32.6M	Buy	+2,029,744	New	+$32.6M	23.47%	1