Beacon Capital Management LLC (Tennessee)’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 | $78.1K | Sell |
|
|||||
|
2025
Q1 | $71.4K | Buy |
|
|||||
|
2024
Q4 | $79.4K | Buy |
|
|||||
|
2024
Q3 | $73.2K | Hold |
|
|||||
|
2024
Q2 | $70.8K | Hold |
|
|||||
|
2024
Q1 | $65.1K | Hold |
|
|||||
|
2023
Q4 | $51K | Hold |
|
|||||
|
2023
Q3 | $52.6K | Hold |
|
|||||
|
2023
Q2 | $52.6K | Hold |
|
|||||
|
2023
Q1 | $45.7K | Hold |
|
|||||
|
2022
Q4 | $39K | Sell |
|
|||||
|
2022
Q3 | $44K | Hold |
|
|||||
|
2022
Q2 | $56K | Hold |
|
|||||
|
2022
Q1 | $56K | Buy |
|