Capital Advisors 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 | $1.78M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $298K | Buy |
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