One Wealth Management Investment & Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

One Wealth Management Investment & Advisory Services’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$815K	Buy
2025 Q2	$725K	Buy
2025 Q1	$617K	Buy
2024 Q2	–	Sell
2024 Q1	$205K	Sell
2023 Q4	$204K	Buy