JBR Co Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JBR Co Financial 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	$1.74M	Buy
2025 Q2	$1.41M	Sell
2025 Q1	$1.45M	Buy
2024 Q4	$1.61M	Buy
2024 Q3	$1.22M	Sell
2024 Q2	$1.23M	Sell
2024 Q1	$1.14M	Sell
2023 Q4	$1.14M	Buy