WKWM
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Walter & Keenan Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Walter & Keenan Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-4,530
Closed -$344K – 176
2020
Q1 		$344K Buy
+4,530
New +$344K 0.14% 81