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

Marcum Wealth’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 Q1	$465K	Buy
2024 Q4	$511K	Sell
2024 Q3	$488K	Sell
2024 Q2	$658K	Buy
2024 Q1	$425K	Buy
2023 Q4	$377K	Hold
2023 Q3	$331K	Sell
2023 Q2	$359K	Hold
2023 Q1	$312K	Hold
2022 Q4	$266K	Buy