Mascoma Wealth Management’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
$18.8K Buy
2024
Q3
Sell
2024
Q2
$46.4K Hold
2024
Q1
$42.7K Hold
2023
Q4
$38.2K Hold
2023
Q3
$33.5K Hold
2023
Q2
$34.7K Hold
2023
Q1
$30.4K Hold
2022
Q4
$25.6K Buy