CWA
SCHG icon

Crux Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crux Wealth Advisors’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 		$2.72M Buy
92,975
+562
+0.6% +$16.4K 1.16% 23
2025
Q1 		$2.31M Sell
92,413
-1,158
-1% -$29K 1.2% 22
2024
Q4 		$2.61M Buy
+93,571
New +$2.61M 1.45% 21