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Bellwether Advisors’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 | $214K | Hold |
7,341
| – | – | 0.04% | 120 |
|
|
2025
Q1 | $184K | Hold |
7,341
| – | – | 0.04% | 131 |
|
|
2024
Q4 | $205K | Buy |
+7,341
| New | +$205K | 0.04% | 129 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 381 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$166 | – | 557 |
|
|
2022
Q4 | $166 | Buy |
+3
| New | +$166 | ﹤0.01% | 419 |
|