Insight Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Buy
2025
Q2
$228K Buy
2025
Q1
Sell
2024
Q4
$220K Hold
2024
Q3
$205K Sell
2024
Q2
$224K Hold
2024
Q1
$206K Buy