Elevation 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
Q3 | $254K | Hold |
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|
2025
Q2 | $232K | Buy |
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|
2025
Q1 | $199K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $204K | Hold |
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|
2024
Q1 | $188K | Sell |
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|
2023
Q4 | $151K | Hold |
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|
2023
Q3 | $151K | Sell |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $143K | Buy |
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