Canandaigua National Bank & Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$317K Hold
2025
Q2
$290K Hold
2025
Q1
$249K Hold
2024
Q4
$277K Hold
2024
Q3
$259K Hold
2024
Q2
$250K Hold
2024
Q1
$230K Hold
2023
Q4
$206K Buy