Independent Wealth Network’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
Q4 | $864K | Buy |
|
|||||
|
2025
Q3 | $829K | Sell |
|
|||||
|
2025
Q2 | $800K | Buy |
|
|||||
|
2025
Q1 | $673K | Buy |
|
|||||
|
2024
Q4 | $571K | Buy |
|
|||||
|
2024
Q3 | $394K | Buy |
|
|||||
|
2024
Q2 | $354K | Buy |
|
|||||
|
2024
Q1 | $321K | Buy |
|
|||||
|
2023
Q4 | $222K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $446K | Buy |
|
|||||
|
2021
Q3 | $404K | Buy |
|