FSC Wealth Advisors’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 | $4.2M | Sell |
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|
2025
Q2 | $3.87M | Buy |
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|
2025
Q1 | $3.31M | Sell |
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|
2024
Q4 | $3.69M | Buy |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $6.04M | Sell |
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|
2024
Q1 | $5.7M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $14.7K | Sell |
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|
2023
Q2 | $8.99M | Buy |
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|
2023
Q1 | $13.2K | Hold |
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|
2022
Q4 | $11.2K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $15.5M | Buy |
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