BCS 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 | $1.72M | Buy |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $988K | Sell |
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|
2023
Q3 | $868K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $959K | Buy |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $518K | Buy |
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|
2022
Q1 | $659K | Buy |
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|
2021
Q4 | $713K | Buy |
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|
2021
Q3 | $621K | Buy |
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|
2021
Q2 | $585K | Buy |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $447K | Buy |
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|
2020
Q1 | $301K | Buy |
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