GGM 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
Q1 | $3.6M | Sell |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.16M | Buy |
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|
2024
Q2 | $4.01M | Buy |
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|
2024
Q1 | $3.65M | Buy |
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|
2023
Q4 | $3.22M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $1.95M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $4.32M | Buy |
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|
2021
Q3 | $4.28M | Sell |
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|
2021
Q2 | $4.06M | Sell |
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|
2021
Q1 | $4.12M | Sell |
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|
2020
Q4 | $4.57M | Buy |
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