AEPWM
Atlantic Edge Private Wealth Management’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 | $17.8K | Hold |
608
| – | – | ﹤0.01% | 307 |
|
|
2025
Q1 | $15.2K | Sell |
608
-174
| -22% | -$4.36K | ﹤0.01% | 312 |
|
|
2024
Q4 | $21.8K | Buy |
782
+586
| +299% | +$16.3K | 0.01% | 266 |
|
|
2024
Q3 | $20.4K | Buy |
196
+1
| +0.5% | +$104 | 0.01% | 267 |
|
|
2024
Q2 | $19.7K | Hold |
195
| – | – | 0.01% | 252 |
|
|
2024
Q1 | $18.1K | Hold |
195
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $16.2K | Buy |
+195
| New | +$16.2K | 0.01% | 255 |
|