Geometric 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
Q2 | $487K | Hold |
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|
2025
Q1 | $418K | Hold |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $435K | Hold |
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|
2024
Q2 | $421K | Hold |
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|
2024
Q1 | $387K | Hold |
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|
2023
Q4 | $346K | Hold |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $312K | Hold |
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|
2021
Q4 | $342K | Buy |
|