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

Lakeridge Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$636K	Buy
2025 Q3	$586K	Sell
2025 Q2	$651K	Sell
2025 Q1	$599K	Buy
2024 Q4	$605K	Sell
2024 Q3	$603K	Buy
2024 Q2	$535K	Sell
2024 Q1	$535K	Buy
2023 Q4	$468K	Buy