Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.54M | Buy |
|
|||||
|
2024
Q3 | $1.4M | Sell |
|
|||||
|
2024
Q2 | $1.39M | Buy |
|
|||||
|
2024
Q1 | $1.24M | Buy |
|
|||||
|
2023
Q4 | $1.04M | Sell |
|
|||||
|
2023
Q3 | $954K | Buy |
|
|||||
|
2023
Q2 | $889K | Hold |
|
|||||
|
2023
Q1 | $773K | Buy |
|
|||||
|
2022
Q4 | $397K | Sell |
|
|||||
|
2022
Q3 | $400K | Buy |
|
|||||
|
2022
Q2 | $410K | Hold |
|
|||||
|
2022
Q1 | $529K | Buy |
|
|||||
|
2021
Q4 | $577K | Sell |
|
|||||
|
2021
Q3 | $527K | Sell |
|
|||||
|
2021
Q2 | $529K | Buy |
|
|||||
|
2021
Q1 | $469K | Sell |
|
|||||
|
2020
Q4 | $464K | Sell |
|
|||||
|
2020
Q3 | $541K | Sell |
|
|||||
|
2020
Q2 | $483K | Hold |
|
|||||
|
2020
Q1 | $379K | Buy |
|