Burkett Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Burkett Financial Services’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	$49.8M	Buy
2025 Q1	$42M	Sell
2024 Q4	$47.9M	Sell
2024 Q3	$46.5M	Sell
2024 Q2	$46.7M	Sell
2024 Q1	$43.3M	Sell
2023 Q4	$40.3M	Buy