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Heritage Wealth Management (Arizona)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,460
Closed -$34K – 1099
2022
Q3 		$34K Buy
+2,460
New +$34K 0.01% 453