WealthGarden F.S.’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	$3.23M	Buy	106,836 +17,751	+20%	+$536K	2.68%	5
2025 Q1	$2.23M	Buy	89,085 +7,374	+9%	+$185K	2.14%	7
2024 Q4	$2.28M	Sell	81,711 -2,541	-3%	-$70.8K	2.13%	6
2024 Q3	$2.19M	Sell	84,252 -5,716	-6%	-$149K	2.13%	8
2024 Q2	$2.27M	Buy	+89,968	New	+$2.27M	2.39%	6