Cassady Schiller 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
2024
Q4
$2.28M Buy
2024
Q3
$2.13M Buy
2024
Q2
$2.01M Hold
2024
Q1
$1.85M Sell
2023
Q4
$1.66M Buy
2023
Q3
$1.41M Sell
2023
Q2
$1.58M Buy
2023
Q1
$1.19M Buy
2022
Q4
$980K Buy
2022
Q3
$558K Buy
2022
Q2
Sell
2022
Q1
$1.55M Buy
2021
Q4
$18K Buy