Clay Northam 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 | $15.4M | Buy |
|
|||||
|
2025
Q2 | $14M | Buy |
|
|||||
|
2025
Q1 | $12M | Sell |
|
|||||
|
2024
Q4 | $13.6M | Sell |
|
|||||
|
2024
Q3 | $12.8M | Sell |
|
|||||
|
2024
Q2 | $12.5M | Sell |
|
|||||
|
2024
Q1 | $11.6M | Buy |
|
|||||
|
2023
Q4 | $10.3M | Sell |
|
|||||
|
2023
Q3 | $9.18M | Sell |
|
|||||
|
2023
Q2 | $9.64M | Buy |
|
|||||
|
2023
Q1 | $8.23M | Buy |
|
|||||
|
2022
Q4 | $6.83M | Buy |
|