Boyce & Associates Wealth Consulting’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 | $608K | Sell |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $314K | Buy |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $350K | Buy |
|