AWM
Accel Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.62M | Buy |
329,500
+3,508
| +1% | +$102K | 3.21% | 3 |
|
|
2025
Q1 | $8.16M | Buy |
325,992
+299,186
| +1,116% | +$7.49M | 2.95% | 3 |
|
|
2024
Q4 | $747K | Buy |
26,806
+20,583
| +331% | +$53.3K | 0.28% | 89 |
|
|
2024
Q3 | $648K | Buy |
6,223
+1,289
| +26% | +$134K | 0.24% | 108 |
|
|
2024
Q2 | $498K | Buy |
4,934
+2,036
| +70% | +$205K | 0.2% | 115 |
|
|
2024
Q1 | $269K | Buy |
+2,898
| New | +$269K | 0.11% | 165 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$7.17K | – | 730 |
|
|
2023
Q1 | $7.17K | Hold |
110
| – | – | ﹤0.01% | 962 |
|
|
2022
Q4 | $6.11K | Hold |
110
| – | – | ﹤0.01% | 789 |
|
|
2022
Q3 | $6K | Hold |
110
| – | – | ﹤0.01% | 825 |
|
|
2022
Q2 | $7K | Hold |
110
| – | – | ﹤0.01% | 767 |
|
|
2022
Q1 | $8K | Buy |
110
+55
| +100% | – | ﹤0.01% | 747 |
|
|
2021
Q4 | $9K | Hold |
55
| – | – | ﹤0.01% | 731 |
|
|
2021
Q3 | $8K | Hold |
55
| – | – | 0.01% | 684 |
|
|
2021
Q2 | $8K | Hold |
55
| – | – | 0.01% | 733 |
|
|
2021
Q1 | $7K | Buy |
+55
| New | +$7K | 0.01% | 711 |
|