RDWM
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Red Door Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Red Door Wealth Management’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
2026
Q2 		$495K Buy
14,618
+2
+0% +$66 0.05% 191
2026
Q1 		$426K Buy
14,616
+7
+0% +$218 0.04% 188
2025
Q4 		$477K Sell
14,609
-1,481
-9% -$48.2K 0.05% 166
2025
Q3 		$513K Buy
16,090
+4,504
+39% +$137K 0.05% 160
2025
Q2 		$338K Sell
11,586
-195
-2% -$5.16K 0.04% 197
2025
Q1 		$295K Buy
11,781
+2,573
+28% +$70.5K 0.04% 182
2024
Q4 		$257K Buy
9,208
+104
+1% +$2.84K 0.04% 196
2024
Q3 		$237K Hold
9,104
– – 0.04% 194
2024
Q2 		$230K Hold
9,104
– – 0.04% 178
2024
Q1 		$211K Buy
+9,104
New +$201K 0.04% 183
2022
Q2 		– Sell
-10,920
Closed -$204K – 143
2022
Q1 		$204K Hold
10,920
– – 0.07% 135
2021
Q4 		$223K Hold
10,920
– – 0.07% 150
2021
Q3 		$202K Buy
10,920
+8
+0.1% +$152 0.08% 153
2021
Q2 		$199K Buy
+10,912
New +$189K 0.08% 145
2020
Q3 		– Sell
-24
Closed – – 347
2020
Q2 		$0 Sell
24
-336
-93% -$3.92K ﹤0.01% 482
2020
Q1 		$3K Buy
+360
New +$4.11K ﹤0.01% 381

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FFN
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MAM
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HWA
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GAM
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CST
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HWM
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Wealth Enhancement Advisory Services
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BFS
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VC
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