BNC 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
Q3 | $272K | Hold |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $305K | Sell |
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|
2024
Q2 | $297K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $214K | Hold |
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|
2023
Q2 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $233K | Buy |
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