Fingerlakes 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
Q3 | $6.96M | Buy |
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|
2025
Q2 | $5.7M | Buy |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $4.21M | Buy |
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|
2024
Q3 | $3.47M | Buy |
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|
2024
Q2 | $2.78M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $670K | Sell |
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|
2022
Q3 | $691K | Buy |
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|
2022
Q2 | $684K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $210K | Buy |
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