Grey Fox 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
Q3 | $523K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $319K | Sell |
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|
2024
Q4 | $355K | Buy |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $200K | Buy |
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