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

Heritage Wealth Management (California)’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 Q2	$11.4M	Buy
2025 Q1	$8.59M	Buy
2024 Q4	$9.48M	Sell
2024 Q3	$9.24M	Sell
2024 Q2	$9.22M	Buy
2024 Q1	$8.24M	Sell
2023 Q4	$7.74M	Buy