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