EPG Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $50.9K | Sell |
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|
2024
Q3 | $47.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $52.5K | Hold |
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|
2023
Q4 | $50.2K | Buy |
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|
2023
Q3 | $41.1K | Hold |
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|
2023
Q2 | $42.3K | Buy |
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|
2023
Q1 | $36.8K | Hold |
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|
2022
Q4 | $31.3K | Hold |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $80K | Hold |
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|
2021
Q4 | $88K | Buy |
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|
2021
Q3 | $79K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $26K | Buy |
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