Hohimer 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 | $524K | Hold |
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|
2025
Q1 | $449K | Buy |
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|
2024
Q4 | $401K | Hold |
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|
2024
Q3 | $375K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $270K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $231K | Hold |
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|
2020
Q3 | $212K | Buy |
|