Waterford Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Waterford Advisors’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 Q2	$367K	Sell
2025 Q1	$315K	Hold
2024 Q4	$351K	Hold
2024 Q3	$328K	Hold
2024 Q2	$317K	Hold
2024 Q1	$292K	Hold
2023 Q4	$261K	Hold
2023 Q3	$229K	Hold
2023 Q2	$236K	Hold
2023 Q1	$205K	Buy