BWM
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Bernard Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bernard Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$52.6K Sell
1,802
-11
-0.6% -$321 0.02% 125
2025
Q1 		$45.4K Buy
1,813
+2
+0.1% +$50 0.02% 124
2024
Q4 		$50.5K Buy
+1,811
New +$50.5K 0.02% 124