Patrick M. Sweeney & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patrick M. Sweeney & Associates’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 Q2	$384K	Sell
2025 Q1	$339K	Buy
2024 Q4	$353K	Buy
2024 Q3	$327K	Buy
2024 Q2	$267K	Buy
2024 Q1	$243K	Hold
2023 Q4	$217K	Buy