CWMK
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Caliber Wealth Management (Kansas)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$300K Buy
10,254
+260
+3% +$7.59K 0.03% 229
2025
Q1 		$250K Buy
+9,994
New +$250K 0.03% 214