Householder Group Estate & Retirement Specialist’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
Sell
2024
Q3
$164K Sell
2024
Q2
$162K Hold
2024
Q1
$149K Buy
2023
Q4
$133K Buy
2023
Q3
$91.9K Buy
2023
Q1
$54K Buy
2022
Q4
Sell
2022
Q3
$30K Buy