Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $600K | Buy |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $837K | Hold |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $741K | Buy |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $393K | Buy |
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|
2021
Q4 | $419K | Buy |
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