Zhang Financial’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
$500K Buy
17,104
+1,057
+7% +$30.9K 0.02% 203
2025
Q1
$402K Hold
16,047
0.02% 219
2024
Q4
$447K Buy
+16,047
New +$447K 0.03% 207