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Keyvantage Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Keyvantage Wealth’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10M Sell
342,826
-5,469
-2% -$160K 4.49% 7
2025
Q1 		$8.72M Sell
348,295
-55,634
-14% -$1.39M 4.24% 8
2024
Q4 		$11.3M Buy
+403,929
New +$11.3M 8.05% 2