GoalVest Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GoalVest Advisory’s Portfolio SCHG Stock Details SCHG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$355K	Hold
2025 Q3	$348K	Hold
2025 Q2	$318K	Hold
2025 Q1	$273K	Hold
2024 Q4	$304K	Hold
2024 Q3	$284K	Hold
2024 Q2	$275K	Hold
2024 Q1	$253K	Buy
2023 Q2	–	Hold
2023 Q1	–	Hold