Adamsbrown Wealth Consultants’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
Q2 | $316K | Buy |
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|
2025
Q1 | $271K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $305K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $232K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $368K | Buy |
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|
2021
Q4 | $354K | Buy |
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