Carson Wealth (CWM LLC)’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 | $233M | Buy |
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|
2025
Q2 | $212M | Buy |
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|
2025
Q1 | $181M | Buy |
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|
2024
Q4 | $195M | Buy |
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|
2024
Q3 | $180M | Sell |
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|
2024
Q2 | $175M | Buy |
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|
2024
Q1 | $158M | Buy |
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|
2023
Q4 | $129M | Buy |
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|
2023
Q3 | $106M | Buy |
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|
2023
Q2 | $104M | Buy |
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|
2023
Q1 | $85.7M | Buy |
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|
2022
Q4 | $72.2M | Sell |
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|
2022
Q3 | $77.2M | Buy |
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|
2022
Q2 | $79M | Sell |
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|
2022
Q1 | $109M | Buy |
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|
2021
Q4 | $107M | Buy |
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|
2021
Q2 | $87.2M | Hold |
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|
2021
Q1 | $87.2M | Hold |
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|
2020
Q4 | $87.2M | Hold |
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|
2020
Q3 | $87.2M | Hold |
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|
2020
Q2 | $87.2M | Hold |
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|
2020
Q1 | $87.2M | Hold |
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|
2019
Q4 | $87.2M | Hold |
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|
2019
Q3 | $87.2M | Hold |
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|
2019
Q2 | $87.2M | Hold |
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|
2019
Q1 | $87.2M | Buy |
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|
2018
Q4 | $1.69M | Buy |
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|
2018
Q3 | $198K | Buy |
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|
2018
Q2 | $101K | Buy |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $56K | Sell |
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|
2017
Q3 | $58K | Sell |
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|
2017
Q2 | $63K | Buy |
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|
2017
Q1 | $46K | Hold |
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|
2016
Q4 | $42K | Hold |
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|
2016
Q3 | $42K | Buy |
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