Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $550K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $629K | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $226K | Buy |
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