Vista Cima Wealth Management’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	$13.2M	Buy	453,421 +10,550	+2%	+$308K	12.38%	2
2025 Q1	$11.1M	Buy	442,871 +75,570	+21%	+$1.89M	11.94%	2
2024 Q4	$10.2M	Buy	+367,301	New	+$10.2M	10.64%	2