Evermay 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
Q2 | $307K | Hold |
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|
2025
Q1 | $263K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $159K | Buy |
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|
2022
Q3 | $157K | Hold |
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|
2022
Q2 | $163K | Hold |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $214K | Buy |
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