Jamison Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jamison Private Wealth Management’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	$390K	Sell
2025 Q2	$515K	Buy
2025 Q1	$290K	Buy
2024 Q4	$320K	Buy
2024 Q3	$228K	Buy
2024 Q2	$178K	Buy
2024 Q1	$96.8K	Buy
2023 Q4	$75.8K	Buy