SWP
SCHG icon

Sagespring Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sagespring Wealth Partners’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 		$685K Sell
23,449
-872
-4% -$25.5K 0.01% 362
2025
Q1 		$609K Sell
24,321
-14,592
-37% -$365K 0.02% 344
2024
Q4 		$1.08M Buy
+38,913
New +$1.08M 0.03% 205