Baker Tilly Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Baker Tilly Wealth 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 Q3	$437K	Buy
2025 Q2	$400K	Buy
2025 Q1	$342K	Buy
2024 Q4	$380K	Sell
2024 Q3	$358K	Buy
2024 Q2	$340K	Hold
2024 Q1	$313K	Hold
2023 Q4	$280K	Buy