Castle 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 | $953K | Sell |
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|
2025
Q2 | $873K | Hold |
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|
2025
Q1 | $749K | Sell |
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|
2024
Q4 | $929K | Sell |
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|
2024
Q3 | $883K | Hold |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $925K | Hold |
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|
2023
Q2 | $953K | Sell |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $894K | Buy |
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|
2022
Q2 | $900K | Buy |
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