Accel Wealth Management’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 | $12.4M | Buy |
|
|||||
|
2025
Q2 | $9.62M | Buy |
|
|||||
|
2025
Q1 | $8.16M | Buy |
|
|||||
|
2024
Q4 | $747K | Buy |
|
|||||
|
2024
Q3 | $648K | Buy |
|
|||||
|
2024
Q2 | $498K | Buy |
|
|||||
|
2024
Q1 | $269K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $7.17K | Hold |
|
|||||
|
2022
Q4 | $6.11K | Hold |
|
|||||
|
2022
Q3 | $6K | Hold |
|
|||||
|
2022
Q2 | $7K | Hold |
|
|||||
|
2022
Q1 | $8K | Hold |
|
|||||
|
2021
Q4 | $9K | Hold |
|
|||||
|
2021
Q3 | $8K | Hold |
|
|||||
|
2021
Q2 | $8K | Hold |
|
|||||
|
2021
Q1 | $7K | Buy |
|