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Brady Martz Wealth Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brady Martz Wealth Solutions’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.1M Sell
858,063
-242,317
-22% -$7.08M 4.85% 3
2025
Q1 		$27.6M Sell
1,100,380
-65,597
-6% -$1.64M 6.24% 3
2024
Q4 		$32.1M Buy
+1,165,977
New +$32.1M 7.74% 2