Payne Capital Management, LLC’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
$17.5M Buy
2025
Q2
$15.3M Sell
2025
Q1
$13.1M Buy
2024
Q4
$14.4M Buy