William Howard & Co Financial 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
2025
Q3
$260K Buy
2025
Q2
$238K Buy
2025
Q1
$203K Sell
2024
Q4
$232K Buy
2024
Q3
$217K Buy
2024
Q2
$209K Buy