Axxcess 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 | $1.35M | Buy |
46,224
+24,274
| +111% | +$709K | 0.03% | 356 |
|
|
2025
Q1 | $550K | Sell |
21,950
-15,966
| -42% | -$400K | 0.01% | 524 |
|
|
2024
Q4 | $1.06M | Buy |
37,916
+8,348
| +28% | +$233K | 0.03% | 396 |
|
|
2024
Q3 | $770K | Buy |
29,568
+4,608
| +18% | +$120K | 0.02% | 452 |
|
|
2024
Q2 | $629K | Buy |
24,960
+6,520
| +35% | +$164K | 0.02% | 476 |
|
|
2024
Q1 | $427K | Sell |
18,440
-7,756
| -30% | -$180K | 0.01% | 579 |
|
|
2023
Q4 | $543K | Sell |
26,196
-11,464
| -30% | -$238K | 0.02% | 492 |
|
|
2023
Q3 | $685K | Buy |
37,660
+748
| +2% | +$13.6K | 0.02% | 393 |
|
|
2023
Q2 | $692K | Buy |
+36,912
| New | +$692K | 0.05% | 284 |
|
|
2022
Q2 | – | Sell |
-11,260
| Closed | -$211K | – | 637 |
|
|
2022
Q1 | $211K | Buy |
11,260
+220
| +2% | +$4.12K | 0.02% | 570 |
|
|
2021
Q4 | $226K | Buy |
+11,040
| New | +$226K | 0.02% | 557 |
|