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

Brown Wealth Management’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
2025 Q2	$4.51M	Buy
2025 Q1	$2.71M	Buy
2024 Q4	$2.94M	Sell
2024 Q3	$2.78M	Sell
2024 Q2	$2.85M	Sell
2024 Q1	$2.62M	Sell
2023 Q4	$2.36M	Sell
2023 Q3	$2.08M	Sell
2023 Q2	$2.61M	Buy