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New Wave Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New Wave Wealth Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-87
Closed -$2.43K – 568
2024
Q4 		$2.43K Sell
87
-2,211
-96% -$61.6K ﹤0.01% 522
2024
Q3 		$239K Buy
+2,298
New +$239K 0.11% 126