Global Wealth Strategies & Associates’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
Q3 | $937K | Buy |
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|
2025
Q2 | $170K | Hold |
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|
2025
Q1 | $146K | Buy |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $151K | Hold |
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|
2024
Q2 | $146K | Hold |
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|
2024
Q1 | $134K | Hold |
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|
2023
Q4 | $120K | Hold |
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|
2023
Q3 | $105K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $94.2K | Hold |
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|
2022
Q4 | $80.3K | Buy |
|