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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$143K Hold
4,880
– – 0.01% 84
2025
Q1 		$122K Hold
4,880
– – 0.01% 93
2024
Q4 		$136K Buy
4,880
+2,900
+146% +$80.8K 0.01% 86
2024
Q3 		$206K Buy
+1,980
New +$206K 0.01% 73