Focus Partners Wealth
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Focus Partners Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Focus Partners Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.1M Buy
2025
Q1 		$20M Buy
2024
Q4 		$21.2M Sell
2024
Q3 		$20M Buy
2024
Q2 		$18.5M Buy
2024
Q1 		$2.37M Sell
2023
Q4 		$2.28M Buy