Concord Wealth Partners’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
Q2 | $117K | Hold |
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|
2025
Q1 | $101K | Buy |
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|
2024
Q4 | $669 | Sell |
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|
2024
Q3 | $1.46K | Hold |
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|
2024
Q2 | $1.41K | Hold |
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|
2024
Q1 | $1.3K | Sell |
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|
2023
Q4 | $48.8K | Hold |
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|
2023
Q3 | $42.8K | Hold |
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|
2023
Q2 | $44.1K | Sell |
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|
2023
Q1 | $49K | Sell |
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|
2022
Q4 | $68.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $43K | Sell |
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|
2021
Q2 | $45K | Sell |
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|
2021
Q1 | $73K | Buy |
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|
2020
Q4 | $46K | Buy |
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