AllGen Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AllGen Financial Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.79M	Sell
2025 Q1	$12.5M	Buy
2024 Q4	$12M	Sell
2024 Q3	$12.2M	Sell
2024 Q2	$14M	Sell
2024 Q1	$13.1M	Sell
2023 Q4	$12.7M	Buy
2023 Q3	$3.97M	Buy