Finer 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 | $398K | Sell |
|
|||||
|
2025
Q1 | $372K | Buy |
|
|||||
|
2024
Q4 | $409K | Sell |
|
|||||
|
2024
Q3 | $395K | Sell |
|
|||||
|
2024
Q2 | $409K | Buy |
|
|||||
|
2024
Q1 | $367K | Sell |
|
|||||
|
2023
Q4 | $360K | Sell |
|
|||||
|
2023
Q3 | $316K | Buy |
|
|||||
|
2023
Q2 | $304K | Sell |
|
|||||
|
2023
Q1 | $293K | Sell |
|
|||||
|
2022
Q4 | $251K | Buy |
|
|||||
|
2022
Q3 | $244K | Buy |
|
|||||
|
2022
Q2 | $235K | Buy |
|
|||||
|
2022
Q1 | $301K | Sell |
|
|||||
|
2021
Q4 | $362K | Buy |
|