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Turning Point Benefit Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Turning Point Benefit Group’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$762K Buy
26,073
+4,616
+22% +$135K 0.58% 34
2025
Q1 		$485K Sell
21,457
-9,838
-31% -$222K 0.45% 32
2024
Q4 		$872K Buy
+31,295
New +$872K 0.83% 18