OneAscent Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

OneAscent Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$991K	Sell
2025 Q4	$1.21M	Buy
2025 Q3	$1.09M	Buy
2025 Q2	$940K	Buy
2025 Q1	$590K	Buy
2024 Q4	–	Sell
2024 Q3	$1.2M	Buy
2024 Q2	–	Sell
2024 Q1	$5.86M	Sell
2023 Q4	$6M	Buy