Avity Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Avity Investment Management’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	$1.44M	Sell
2025 Q1	$1.24M	Buy
2024 Q4	$544K	Buy
2024 Q3	$498K	Buy
2024 Q2	$482K	Sell
2024 Q1	$521K	Buy
2023 Q4	$464K	Hold
2023 Q3	$407K	Sell
2023 Q2	$1.85M	Buy
2023 Q1	$772K	Buy