Wood Tarver Financial Group’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
$99K Hold
3,402
0.03% 215
2025
Q1
$85.2K Sell
3,402
-702
-17% -$17.6K 0.03% 218
2024
Q4
$114K Buy
+4,104
New +$114K 0.04% 176