Kennebec Savings Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$145K Buy
4,970
+682
+16% +$19.9K 0.14% 100
2025
Q1
$107K Sell
4,288
-12
-0.3% -$300 0.11% 108
2024
Q4
$119K Hold
4,300
0.12% 108
2024
Q3
$112K Buy
+4,300
New +$112K 0.11% 108