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

Kingswood Wealth Advisors’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 Q2	$23.9M	Buy
2025 Q1	$18.8M	Buy
2024 Q4	$20.6M	Buy
2024 Q3	$14.2M	Buy
2024 Q2	$5.28M	Buy
2024 Q1	$4.3M	Buy
2023 Q4	–	Sell
2023 Q3	$1.27M	Buy