EverSource Wealth Advisors’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 | $556K | Buy |
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2025
Q1 | $247K | Buy |
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|
2024
Q4 | $13.3K | Sell |
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|
2024
Q3 | $13.2K | Sell |
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|
2024
Q2 | $14.3K | Hold |
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|
2024
Q1 | $12.7K | Sell |
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|
2023
Q4 | $16.4K | Sell |
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|
2023
Q3 | $31.4K | Buy |
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|
2023
Q2 | $25.2K | Buy |
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|
2023
Q1 | $9.46K | Buy |
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|
2022
Q4 | $4.06K | Hold |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Buy |
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