First Western Trust Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$640K Hold
21,924
0.03% 106
2025
Q1
$549K Hold
21,924
0.03% 113
2024
Q4
$611K Hold
21,924
0.03% 113
2024
Q3
$571K Hold
21,924
0.03% 115
2024
Q2
$553K Hold
21,924
0.03% 111
2024
Q1
$508K Hold
21,924
0.02% 122
2023
Q4
$455K Buy
+21,924
New +$455K 0.02% 132