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Duncan Williams Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Duncan Williams Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,235
Closed -$257K – 151
2024
Q4 		$257K Buy
+9,235
New +$257K 0.1% 123