Boyd 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 | $4.91M | Sell |
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|
2025
Q2 | $4.74M | Buy |
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|
2025
Q1 | $3.89M | Buy |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.61M | Sell |
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|
2024
Q2 | $3.5M | Sell |
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|
2024
Q1 | $3.23M | Buy |
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|
2023
Q4 | $2.89M | Sell |
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|
2023
Q3 | $3.05M | Sell |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1M | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $878K | Buy |
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