VSM Wealth Advisory’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
$8.13M Buy
332,453
+324,086
+3,873% +$7.92M 2.68% 12
2025
Q1
$210K Buy
8,367
+5,239
+167% +$131K 0.08% 86
2024
Q4
$87.2K Buy
+3,128
New +$87.2K 0.03% 143