Gerber Kawasaki Wealth & Investment 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 | $686K | Sell |
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|
2025
Q1 | $681K | Buy |
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|
2024
Q4 | $614K | Sell |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $247K | Buy |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $269K | Buy |
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