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

LBA Wealth Management’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
2015
Q3 		– Sell
-3,640
Closed -$24K – 369
2015
Q2 		$24K Sell
3,640
-840
-19% -$5.73K 0.02% 204
2015
Q1 		$30K Buy
+4,480
New +$29.7K 0.02% 194

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