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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $13.6M | Buy |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $8.54M | Buy |
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|
2024
Q4 | $9.5M | Buy |
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|
2024
Q3 | $8.07M | Buy |
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|
2024
Q2 | $7.17M | Buy |
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|
2024
Q1 | $6.12M | Buy |
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|
2023
Q4 | $4.73M | Buy |
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|
2023
Q3 | $3.91M | Buy |
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|
2023
Q2 | $3.63M | Buy |
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|
2023
Q1 | $2.74M | Buy |
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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