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

Invenio 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 Q2	$19.9M	Buy
2025 Q1	$16.7M	Buy
2024 Q4	$14.2M	Buy
2024 Q3	$12M	Buy
2024 Q2	$8.59M	Buy
2024 Q1	$6.64M	Buy
2023 Q4	$2.51M	Buy
2023 Q3	$1.58M	Buy