Triad Wealth Partners’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
2024 Q3	–	Sell	-4,020	Closed	-$101K	–	737
2024 Q2	$101K	Buy	+4,020	New	+$101K	0.05%	152