Wealth Preservation Advisors’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
$5.14K Hold
176
﹤0.01% 358
2025
Q1
$4.41K Buy
+176
New +$4.41K ﹤0.01% 391