FWA
FSM Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
394,811
+53,889
| +16% | +$1.57M | 1.87% | 15 |
|
|
2025
Q1 | $8.54M | Buy |
340,922
+662
| +0.2% | +$16.6K | 1.92% | 16 |
|
|
2024
Q4 | $9.5M | Buy |
340,260
+262,786
| +339% | +$7.34M | 2.33% | 12 |
|
|
2024
Q3 | $8.07M | Buy |
77,474
+6,381
| +9% | +$665K | 2.14% | 15 |
|
|
2024
Q2 | $7.17M | Buy |
71,093
+5,052
| +8% | +$509K | 2.4% | 15 |
|
|
2024
Q1 | $6.12M | Buy |
66,041
+9,010
| +16% | +$835K | 2.17% | 15 |
|
|
2023
Q4 | $4.73M | Buy |
57,031
+3,245
| +6% | +$269K | 2.01% | 15 |
|
|
2023
Q3 | $3.91M | Buy |
53,786
+5,112
| +11% | +$372K | 1.97% | 15 |
|
|
2023
Q2 | $3.63M | Buy |
48,674
+6,607
| +16% | +$493K | 1.82% | 15 |
|
|
2023
Q1 | $2.74M | Buy |
42,067
+6,414
| +18% | +$418K | 1.59% | 16 |
|
|
2022
Q4 | $1.98M | Buy |
35,653
+689
| +2% | +$38.3K | 1.41% | 20 |
|
|
2022
Q3 | $1.95M | Buy |
34,964
+16,453
| +89% | +$918K | 1.62% | 14 |
|
|
2022
Q2 | $1.23M | Buy |
+18,511
| New | +$1.23M | 1.22% | 30 |
|