JWM
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JPL Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JPL Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,756
Closed -$219K – 115
2025
Q1 		$219K Hold
8,756
– – 0.06% 110
2024
Q4 		$244K Buy
+8,756
New +$244K 0.07% 116