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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$5.78M Buy
2024
Q2
$5.42M Sell
2024
Q1
$6.06M Sell
2023
Q4
$6.87M Sell
2023
Q3
$6.82M Sell
2023
Q2
$7.72M Sell
2023
Q1
$6.88M Hold
2022
Q4
$5.87M Sell
2022
Q3
$5.92M Sell
2022
Q2
$7.48M Buy