Badgley Phelps Wealth Managers’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 | $974K | Buy |
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|
2025
Q1 | $832K | Buy |
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|
2024
Q4 | $908K | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $728K | Sell |
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|
2023
Q4 | $693K | Buy |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $579K | Hold |
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|
2023
Q1 | $504K | Buy |
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|
2022
Q4 | $368K | Sell |
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|
2022
Q3 | $376K | Hold |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $511K | Sell |
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|
2021
Q4 | $563K | Sell |
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|
2021
Q3 | $523K | Buy |
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