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Summit Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Wealth Group’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 		$247K Hold
8,456
– – 0.06% 101
2025
Q1 		$212K Hold
8,456
– – 0.06% 98
2024
Q4 		$236K Hold
8,456
– – 0.07% 90
2024
Q3 		$220K Hold
8,456
– – 0.06% 95
2024
Q2 		$213K Buy
+8,456
New +$213K 0.06% 92