FSM 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
2026
Q2
$23.8M Buy
703,560
+70,673
+11% +$2.34M 2.54% 11
2026
Q1
$18.4M Buy
632,887
+159,260
+34% +$4.95M 2.37% 13
2025
Q4
$15.4M Buy
473,627
+48,676
+11% +$1.58M 2.11% 14
2025
Q3
$13.6M Buy
424,951
+30,140
+8% +$919K 1.92% 15
2025
Q2
$11.5M Buy
394,811
+53,889
+16% +$1.42M 1.87% 15
2025
Q1
$8.54M Buy
340,922
+662
+0.2% +$18.1K 1.92% 16
2024
Q4
$9.5M Buy
340,260
+30,364
+10% +$830K 2.33% 12
2024
Q3
$8.07M Buy
309,896
+25,524
+9% +$642K 2.14% 15
2024
Q2
$7.17M Buy
284,372
+20,208
+8% +$477K 2.4% 15
2024
Q1
$6.12M Buy
264,164
+36,040
+16% +$797K 2.17% 15
2023
Q4
$4.73M Buy
228,124
+12,980
+6% +$251K 2.01% 15
2023
Q3
$3.91M Buy
215,144
+20,448
+11% +$385K 1.97% 15
2023
Q2
$3.63M Buy
194,696
+26,428
+16% +$453K 1.82% 15
2023
Q1
$2.74M Buy
168,268
+25,656
+18% +$389K 1.59% 16
2022
Q4
$1.98M Buy
142,612
+2,756
+2% +$39.6K 1.41% 20
2022
Q3
$1.95M Buy
139,856
+65,812
+89% +$1.03M 1.62% 14
2022
Q2
$1.23M Buy
+74,044
New +$1.18M 1.22% 30

Other funds holding SCHG