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

Robertson Stephens 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
2025 Q3	$9.56M	Buy
2025 Q2	$2.11M	Sell
2025 Q1	$12.9M	Sell
2024 Q4	$17.3M	Buy
2024 Q3	$7.33M	Buy
2024 Q2	$1.4M	Buy
2020 Q4	–	Sell
2020 Q3	$372K	Buy