Brown 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
Q4 | $5.09M | Buy |
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|
2025
Q3 | $4.86M | Sell |
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|
2025
Q2 | $4.51M | Buy |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $2.78M | Sell |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $2.62M | Sell |
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|
2023
Q4 | $2.36M | Sell |
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|
2023
Q3 | $2.08M | Sell |
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|
2023
Q2 | $2.61M | Buy |
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