Equitable 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
2026
Q1
$203K Buy
2024
Q3
Sell
2024
Q2
$265K Hold
2024
Q1
$244K Hold
2023
Q4
$218K Buy
2022
Q1
Sell
2021
Q4
$215K Buy