Hershey Financial Advisers’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
2025
Q2
$3.2M Buy
+109,426
New +$3.2M 2.86% 12
2024
Q4
$3.47M Buy
+124,342
New +$3.47M 3.05% 11
2024
Q2
$1.87M Buy
+74,088
New +$1.87M 1.68% 4