GWSA
Global Wealth Strategies & Associates’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 | $170K | Hold |
5,820
| – | – | 0.05% | 58 |
|
|
2025
Q1 | $146K | Buy |
5,820
+36
| +0.6% | +$901 | 0.04% | 59 |
|
|
2024
Q4 | $161K | Buy |
5,784
+4,338
| +300% | +$121K | 0.05% | 60 |
|
|
2024
Q3 | $151K | Hold |
1,446
| – | – | 0.05% | 55 |
|
|
2024
Q2 | $146K | Hold |
1,446
| – | – | 0.05% | 50 |
|
|
2024
Q1 | $134K | Hold |
1,446
| – | – | 0.05% | 56 |
|
|
2023
Q4 | $120K | Hold |
1,446
| – | – | 0.05% | 51 |
|
|
2023
Q3 | $105K | Hold |
1,446
| – | – | 0.05% | 56 |
|
|
2023
Q2 | $108K | Hold |
1,446
| – | – | 0.05% | 54 |
|
|
2023
Q1 | $94.2K | Hold |
1,446
| – | – | 0.05% | 54 |
|
|
2022
Q4 | $80.3K | Buy |
+1,446
| New | +$80.3K | 0.05% | 62 |
|