BMS Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BMS Financial Advisors’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
2023 Q2	$428K	Sell
2023 Q1	$687K	Buy
2022 Q4	–	Sell
2022 Q3	$1.09M	Buy
2022 Q2	–	Sell
2022 Q1	$238K	Buy