FWM
Finer Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
13,622
-1,240
| -8% | -$36.2K | 0.21% | 66 |
|
|
2025
Q1 | $372K | Buy |
14,862
+196
| +1% | +$4.91K | 0.22% | 67 |
|
|
2024
Q4 | $409K | Buy |
14,666
+10,872
| +287% | +$303K | 0.23% | 64 |
|
|
2024
Q3 | $395K | Sell |
3,794
-258
| -6% | -$26.9K | 0.24% | 63 |
|
|
2024
Q2 | $409K | Buy |
4,052
+95
| +2% | +$9.58K | 0.26% | 58 |
|
|
2024
Q1 | $367K | Sell |
3,957
-384
| -9% | -$35.6K | 0.24% | 63 |
|
|
2023
Q4 | $360K | Sell |
4,341
-8
| -0.2% | -$664 | 0.27% | 61 |
|
|
2023
Q3 | $316K | Buy |
4,349
+296
| +7% | +$21.5K | 0.25% | 62 |
|
|
2023
Q2 | $304K | Sell |
4,053
-440
| -10% | -$33K | 0.24% | 67 |
|
|
2023
Q1 | $293K | Sell |
4,493
-30
| -0.7% | -$1.96K | 0.25% | 69 |
|
|
2022
Q4 | $251K | Buy |
4,523
+148
| +3% | +$8.22K | 0.24% | 71 |
|
|
2022
Q3 | $244K | Buy |
4,375
+332
| +8% | +$18.5K | 0.24% | 71 |
|
|
2022
Q2 | $235K | Buy |
4,043
+22
| +0.5% | +$1.28K | 0.21% | 73 |
|
|
2022
Q1 | $301K | Buy |
4,021
+1,900
| +90% | +$142K | 0.25% | 72 |
|
|
2021
Q4 | $362K | Buy |
+2,121
| New | +$362K | 0.3% | 66 |
|