ZWJ Investment Counsel’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
$217K Buy
+7,418
New +$217K 0.01% 222
2025
Q1
Sell
-7,420
Closed -$207K 223
2024
Q4
$207K Buy
+7,420
New +$207K 0.01% 205