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

Long Island 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
2025 Q2	$5.28M	Sell
2025 Q1	$4.71M	Buy
2024 Q4	$5.21M	Sell
2024 Q3	$6.55M	Buy
2024 Q2	$4.83M	Sell
2024 Q1	$4.5M	Sell
2023 Q4	$4.23M	Buy