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ForthRight Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

ForthRight Wealth Management’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 		$266K Hold
9,122
– – 0.08% 59
2025
Q1 		$228K Buy
9,122
+750
+9% +$18.8K 0.08% 59
2024
Q4 		$233K Hold
8,372
– – 0.08% 58
2024
Q3 		$218K Hold
8,372
– – 0.07% 60
2024
Q2 		$211K Buy
+8,372
New +$211K 0.08% 62