CW
Code Waechter’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
477,224
+110,150
| +30% | +$3.22M | 9.92% | 1 |
|
|
2025
Q1 | $9.19M | Buy |
367,074
+8,209
| +2% | +$206K | 7.56% | 1 |
|
|
2024
Q4 | $10M | Buy |
358,865
+268,336
| +296% | +$7.48M | 8.73% | 1 |
|
|
2024
Q3 | $9.43M | Buy |
+90,529
| New | +$9.43M | 8.99% | 1 |
|