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Milestone Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Milestone Asset Management Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.54M Buy
155,468
+7,347
+5% +$215K 3.36% 6
2025
Q1 		$3.71M Sell
148,121
-2,517
-2% -$63K 3.35% 5
2024
Q4 		$4.2M Buy
+150,638
New +$4.2M 3.75% 4