Barnes Wealth Management Group’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
$2.54M Buy
87,079
+1,184
+1% +$34.6K 1.5% 16
2025
Q1
$2.15M Sell
85,895
-4,643
-5% -$116K 1.38% 19
2024
Q4
$2.52M Buy
+90,538
New +$2.52M 1.69% 14