Rollins Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$44.2M Sell
2025
Q1
$40.6M Buy
2024
Q4
$44.3M Buy
2024
Q3
$40.5M Sell
2024
Q2
$39.4M Buy
2024
Q1
$35.3M Buy
2023
Q4
$26.2M Buy