Wealthedge Investment 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	$4.98M	Sell	170,568 -3,938	-2%	-$115K	2.08%	11
2025 Q1	$4.37M	Sell	174,506 -24,113	-12%	-$604K	1.97%	12
2024 Q4	$5.54M	Buy	+198,619	New	+$5.54M	2.49%	9