Keystone Wealth Services’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
$215K Buy
+7,361
New +$215K 0.05% 264
2025
Q1
Sell
-7,246
Closed -$202K 272
2024
Q4
$202K Buy
+7,246
New +$202K 0.05% 250