William Howard & Co Financial 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	$238K	Buy	8,132 +8	+0.1%	+$234	0.21%	51
2025 Q1	$203K	Sell	8,124 -205	-2%	-$5.13K	0.19%	52
2024 Q4	$232K	Buy	8,329 +5	+0.1%	+$139	0.21%	47
2024 Q3	$217K	Buy	8,324 +20	+0.2%	+$521	0.19%	50
2024 Q2	$209K	Buy	+8,304	New	+$209K	0.19%	44