HM Payson & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HM Payson & Co’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 Q3	$137K	Buy
2025 Q2	$27.6K	Hold
2025 Q1	$23.6K	Hold
2024 Q4	$26.3K	Hold
2024 Q3	$24.6K	Sell
2024 Q2	$35.6K	Sell
2024 Q1	$32.8K	Sell
2023 Q4	$41.8K	Hold
2023 Q3	$36.6K	Buy