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

Waverly 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	$69.6M	Buy
2025 Q1	$54.7M	Buy
2024 Q4	$19.5M	Buy
2024 Q3	$17.9M	Buy
2024 Q2	$17M	Buy
2024 Q1	$11.5M	Buy
2023 Q4	$262K	Sell
2023 Q3	$261K	Buy
2023 Q2	$230K	Buy