Elevation Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
7,950
+1
| +0% | +$29 | 0.09% | 105 |
|
|
2025
Q1 | $199K | Sell |
7,949
-144
| -2% | -$3.61K | 0.09% | 109 |
|
|
2024
Q4 | $226K | Buy |
8,093
+1
| +0% | +$28 | 0.1% | 108 |
|
|
2024
Q3 | $211K | Hold |
8,092
| – | – | 0.09% | 111 |
|
|
2024
Q2 | $204K | Hold |
8,092
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $188K | Sell |
8,092
-236
| -3% | -$5.47K | 0.09% | 111 |
|
|
2023
Q4 | $151K | Hold |
8,328
| – | – | 0.09% | 118 |
|
|
2023
Q3 | $151K | Sell |
8,328
-232
| -3% | -$4.22K | 0.13% | 71 |
|
|
2023
Q2 | $160K | Sell |
8,560
-208
| -2% | -$3.9K | 0.14% | 73 |
|
|
2023
Q1 | $143K | Buy |
+8,768
| New | +$143K | 0.13% | 77 |
|