Veridan Wealth’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
Q1
$3.37M Buy
134,542
+26,439
+24% +$662K 1.52% 20
2024
Q4
$3.04M Buy
+108,103
New +$3.04M 1.43% 24
2024
Q2
$3.55M Buy
+486,732
New +$3.55M 1.43% 20