Atlantic Edge Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$19.4K Hold
2025
Q2
$17.8K Hold
2025
Q1
$15.2K Sell
2024
Q4
$21.8K Sell
2024
Q3
$20.4K Buy
2024
Q2
$19.7K Hold
2024
Q1
$18.1K Hold
2023
Q4
$16.2K Buy