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

Whipplewood Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$71.4K Sell
2,446
-38,733
-94% -$1.13M 0.04% 272
2025
Q1 		$57.2K Buy
41,179
+39,007
+1,796% +$54.2K 0.03% 290
2024
Q4 		$60.5K Buy
+2,172
New +$60.5K 0.03% 286