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

Rolek Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$326K Hold
11,171
– – 0.28% 15
2025
Q1 		$274K Buy
11,171
+163
+1% +$4K 0.28% 11
2024
Q4 		$307K Buy
+11,008
New +$307K 0.24% 8