Heritage Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Partners’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 Q1	$374K	Buy
2024 Q4	$416K	Buy
2024 Q3	$388K	Buy
2024 Q2	$375K	Buy