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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,120
Closed -$30K 393
2022
Q2
$30K Buy
+2,120
New +$30K 0.02% 202