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Bordeaux Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bordeaux Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-26,984
Closed -$440K – 108
2023
Q1 		$440K Buy
+26,984
New +$440K 0.23% 62