First Western Trust Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $640K | Hold |
21,924
| – | – | 0.03% | 106 |
|
2025
Q1 | $549K | Hold |
21,924
| – | – | 0.03% | 113 |
|
2024
Q4 | $611K | Hold |
21,924
| – | – | 0.03% | 113 |
|
2024
Q3 | $571K | Hold |
21,924
| – | – | 0.03% | 115 |
|
2024
Q2 | $553K | Hold |
21,924
| – | – | 0.03% | 111 |
|
2024
Q1 | $508K | Hold |
21,924
| – | – | 0.02% | 122 |
|
2023
Q4 | $455K | Buy |
+21,924
| New | +$455K | 0.02% | 132 |
|