Sanibel Captiva Trust Company’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
Q3
$454K Hold
2025
Q2
$415K Hold
2025
Q1
$356K Sell
2024
Q4
$884K Sell
2024
Q3
$982K Hold
2024
Q2
$951K Hold
2024
Q1
$874K Buy
2023
Q4
$295K Buy