Madison Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.22M Sell
2025
Q1
$2.17M Buy
2024
Q4
$2.32M Buy
2024
Q3
$2.01M Buy
2024
Q2
$1.62M Buy
2024
Q1
$1.36M Buy
2023
Q4
$960K Buy