Lake Street Private Wealth’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
2024
Q1
Sell
-11,492
Closed -$238K 325
2023
Q4
$238K Hold
11,492
0.04% 274
2023
Q3
$209K Buy
+11,492
New +$209K 0.04% 261