KMG Fiduciary Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$3.49M Sell
2025
Q2
$3.55M Buy
2025
Q1
$2.74M Sell
2024
Q4
$3.12M Buy
2024
Q3
$2.69M Buy