Fortitude Advisory Group’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 | $905K | Buy |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $850K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $620K | Sell |
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|
2023
Q3 | $553K | Sell |
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|
2023
Q2 | $747K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $987K | Buy |
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|
2021
Q4 | $1.03M | Buy |
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