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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$270K	Hold
2025 Q2	$247K	Hold
2025 Q1	$212K	Hold
2024 Q4	$236K	Hold
2024 Q3	$220K	Hold
2024 Q2	$213K	Buy