WCG Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.39M Buy
47,701
+4,791
+11% +$140K 0.09% 189
2025
Q1
$1.07M Buy
42,910
+607
+1% +$15.2K 0.08% 191
2024
Q4
$1.18M Sell
42,303
-6,513
-13% -$182K 0.08% 196
2024
Q3
$1.27M Buy
+48,816
New +$1.27M 0.09% 200