Avion Wealth’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 | $90K | Buy |
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|
2025
Q2 | $83K | Buy |
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|
2025
Q1 | $79K | Hold |
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|
2024
Q4 | $79K | Sell |
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|
2024
Q3 | $73K | Sell |
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|
2024
Q2 | $131K | Buy |
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|
2024
Q1 | $104K | Hold |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $80K | Hold |
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|
2023
Q2 | $83K | Hold |
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|
2023
Q1 | $61K | Hold |
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|
2022
Q4 | $62K | Hold |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $58K | Buy |
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