Flagship Private Wealth’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 | $323K | Hold |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $313K | Sell |
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|
2024
Q1 | $317K | Sell |
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|
2023
Q4 | $333K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $553K | Sell |
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|
2021
Q3 | $531K | Hold |
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|
2021
Q2 | $537K | Sell |
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|
2021
Q1 | $498K | Hold |
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|
2020
Q4 | $479K | Buy |
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