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Blue Rock Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blue Rock 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
Q1 		$9.78M Buy
390,729
+27,378
+8% +$686K 8.29% 1
2024
Q4 		$10.1M Buy
+363,351
New +$10.1M 10.64% 1