GeoWealth Management’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 | $2.13M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $6.57M | Sell |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $9.68M | Buy |
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|
2023
Q3 | $490K | Buy |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $4.72M | Buy |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $2.5M | Sell |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $7.89M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $123K | Buy |
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