Halbert Hargrove Global Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Halbert Hargrove Global 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 Q3	$146K	Sell
2025 Q2	$143K	Hold
2025 Q1	$122K	Hold
2024 Q4	$136K	Sell
2024 Q3	$206K	Buy