Heirloom 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 | $3.32M | Buy |
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|
2025
Q1 | $2.78M | Buy |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.7M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.67M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.68M | Buy |
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|
2022
Q4 | $655K | Buy |
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