Wipfli 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
2022
Q3
$6.73M Sell
2022
Q2
$7.16M Sell
2022
Q1
$12.8M Sell
2021
Q4
$14.5M Sell
2021
Q3
$14.8M Sell
2021
Q2
$14.8M Sell
2021
Q1
$14M Buy
2020
Q4
$12.9M Buy