Wilkins Miller Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.47M Buy
289,841
+14,353
+5% +$419K 5.76% 2
2025
Q1
$6.9M Buy
275,488
+15,325
+6% +$384K 5.19% 2
2024
Q4
$7.25M Buy
+260,163
New +$7.25M 7.58% 2