Accurate 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 | $523K | Sell |
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|
2025
Q2 | $567K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $383K | Sell |
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|
2022
Q4 | $334K | Buy |
|