HFS
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HBC Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HBC Financial Services’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
2024
Q2 		– Sell
-7,208
Closed -$159K – 177
2024
Q1 		$159K Sell
7,208
-1,992
-22% -$44.1K 0.11% 35
2023
Q4 		$190K Buy
9,200
+5,600
+156% +$108K 0.13% 28
2023
Q3 		$65K Sell
3,600
-3,200
-47% -$60.2K 0.05% 50
2023
Q2 		$132K Buy
+6,800
New +$117K 0.09% 38

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MG
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RJFSA
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