Beacon Bridge Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beacon Bridge Wealth Partners’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	$6.62M	Sell
2025 Q1	$5.76M	Buy
2024 Q4	$6.34M	Buy
2024 Q3	$5.69M	Sell
2024 Q2	$6.39M	Buy
2024 Q1	$5.01M	Buy
2023 Q4	$3.74M	Buy
2023 Q3	$666K	Buy