TriaGen Wealth Management’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
2026 Q1	$11M	Sell	377,754 -2,804	-0.7%	-$87.2K	3.01%	8
2025 Q4	$12.4M	Sell	380,558 -2,933	-0.8%	-$95.4K	3.21%	5
2025 Q3	$12.2M	Buy	383,491 +4,707	+1%	+$143K	3.19%	4
2025 Q2	$11.1M	Sell	378,784 -6,927	-2%	-$183K	3.35%	4
2025 Q1	$9.66M	Sell	385,711 -10,063	-3%	-$276K	3.41%	4
2024 Q4	$11M	Buy	395,774 +490	+0.1%	+$13.4K	3.72%	5
2024 Q3	$10.3M	Buy	395,284 +17,364	+5%	+$437K	3.45%	4
2024 Q2	$9.53M	Buy	377,920 +4,980	+1%	+$117K	3.68%	5
2024 Q1	$8.64M	Buy	372,940 +12,572	+3%	+$278K	3.59%	4
2023 Q4	$7.47M	Sell	360,368 -4,188	-1%	-$81K	3.56%	4
2023 Q3	$6.63M	Buy	364,556 +7,664	+2%	+$144K	3.38%	4
2023 Q2	$6.69M	Buy	356,892 +5,740	+2%	+$98.4K	3.06%	4
2023 Q1	$5.72M	Buy	351,152 +10,932	+3%	+$166K	2.87%	4
2022 Q4	$4.73M	Buy	340,220 +12,220	+4%	+$176K	2.62%	6
2022 Q3	$4.58M	Buy	328,000 +59,820	+22%	+$937K	2.53%	7
2022 Q2	$3.89M	Buy	268,180 +10,548	+4%	+$169K	2.76%	3
2022 Q1	$4.82M	Buy	257,632 +4,104	+2%	+$74.8K	2.5%	3
2021 Q4	$5.19M	Buy	253,528 +2,728	+1%	+$54.5K	2.56%	3
2021 Q3	$4.64M	Sell	250,800 -8,352	-3%	-$159K	2.53%	3
2021 Q2	$4.89M	Buy	259,152 +5,056	+2%	+$87.5K	2.52%	3
2021 Q1	$4.12M	Buy	254,096 +56,096	+28%	+$913K	2.37%	3
2020 Q4	$3.18M	Buy	+198,000	New	+$3M	1.86%	6