Glass Jacobson Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Glass Jacobson Investment Advisors’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	$30.2K	Sell
2025 Q1	$2.79M	Hold
2024 Q4	$2.79M	Buy
2024 Q3	$2.58M	Buy
2024 Q2	$2.48M	Buy
2024 Q1	$2.11M	Buy
2023 Q4	$1.74M	Buy
2023 Q3	$1.28M	Buy
2023 Q2	$1.16M	Buy
2022 Q4	$759K	Buy