Independent Wealth Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Independent Wealth Network’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	$829K	Sell
2025 Q2	$800K	Buy
2025 Q1	$673K	Buy
2024 Q4	$571K	Buy
2024 Q3	$394K	Buy
2024 Q2	$354K	Buy
2024 Q1	$321K	Buy
2023 Q4	$222K	Buy
2022 Q1	–	Sell
2021 Q4	$446K	Buy
2021 Q3	$404K	Buy