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

Milestone Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.1M Sell
71,923
-66,916
-48% -$1.95M 0.44% 46
2025
Q1 		$3.48M Buy
+138,839
New +$3.48M 0.74% 31