AWS
Aspen Wealth Strategies’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 | $18.9M | Sell |
647,044
-1,749
| -0.3% | -$51.1K | 11.4% | 2 |
|
|
2025
Q1 | $16.2M | Sell |
648,793
-80,756
| -11% | -$2.02M | 10.65% | 4 |
|
|
2024
Q4 | $20.3M | Buy |
729,549
+534,471
| +274% | +$14.9M | 13% | 1 |
|
|
2024
Q3 | $20.3M | Buy |
195,078
+6,274
| +3% | +$654K | 13.09% | 2 |
|
|
2024
Q2 | $19.2M | Sell |
188,804
-13,397
| -7% | -$1.36M | 13.37% | 2 |
|
|
2024
Q1 | $18.7M | Sell |
202,201
-13,908
| -6% | -$1.29M | 12.95% | 2 |
|
|
2023
Q4 | $17.9M | Sell |
216,109
-34,330
| -14% | -$2.85M | 13.04% | 1 |
|
|
2023
Q3 | $18.2M | Sell |
250,439
-27,290
| -10% | -$1.98M | 14.21% | 1 |
|
|
2023
Q2 | $20.8M | Sell |
277,729
-14,343
| -5% | -$1.08M | 15.81% | 1 |
|
|
2023
Q1 | $19M | Sell |
292,072
-6,801
| -2% | -$443K | 14.76% | 1 |
|
|
2022
Q4 | $16.6M | Buy |
+298,873
| New | +$16.6M | 13.29% | 1 |
|