CIC Wealth’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
Q3
$807K Sell
2024
Q2
$823K Sell
2024
Q1
$758K Sell
2023
Q4
$679K Sell
2023
Q3
$640K Hold
2023
Q2
$659K Sell
2023
Q1
$592K Sell
2022
Q4
$569K Buy