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

WMG Financial Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$558K	Sell
2025 Q2	$771K	Buy
2025 Q1	$599K	Buy
2024 Q4	$565K	Buy
2024 Q3	$515K	Buy
2024 Q2	$478K	Sell
2024 Q1	$492K	Buy