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

Monterey Private Wealth’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
Q1 		$332K Buy
13,252
+5,313
+67% +$133K 0.1% 88
2024
Q4 		$221K Buy
+7,939
New +$221K 0.07% 118