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Michels Family Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Michels Family Financial’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.01M Buy
68,925
+1,863
+3% +$54.4K 1.72% 12
2025
Q1 		$1.68M Sell
67,062
-297
-0.4% -$7.44K 1.52% 15
2024
Q4 		$1.88M Buy
+67,359
New +$1.88M 1.72% 13