DWM
Diversify Wealth Management’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 | $5.2M | Buy |
169,398
+5,112
| +3% | +$157K | 0.32% | 81 |
|
|
2025
Q1 | $4.17M | Buy |
164,286
+11,145
| +7% | +$283K | 0.31% | 92 |
|
|
2024
Q4 | $4.24M | Buy |
153,141
+3,350
| +2% | +$92.8K | 0.33% | 75 |
|
|
2024
Q3 | $3.94M | Buy |
149,791
+146,498
| +4,449% | +$3.85M | 0.38% | 69 |
|
|
2024
Q2 | $305K | Buy |
+3,293
| New | +$305K | 0.04% | 356 |
|