Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,412
Closed -$43.9K – 418
2023
Q3 		$43.9K Buy
+2,412
New +$43.9K 0.01% 192