Golden State Wealth 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 | $275K | Sell |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $361K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $252K | Sell |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $346K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $250K | Sell |
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|
2019
Q1 | $369K | Buy |
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