Secure Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Secure Asset Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.13M	Buy
2025 Q2	$2.3M	Buy
2025 Q1	$235K	Sell
2024 Q4	$587K	Buy
2024 Q3	$434K	Sell
2024 Q2	$443K	Buy
2024 Q1	$332K	Buy
2023 Q4	–	Sell
2023 Q3	$288K	Buy