Yoffe Investment Management’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	$404K	Hold	13,824	–	–	0.55%	67
2025 Q1	$346K	Hold	13,824	–	–	0.51%	75
2024 Q4	$385K	Buy	+13,824	New	+$385K	0.57%	64