IWS
Insight Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
+7,891
| New | +$228K | 0.03% | 157 |
|
|
2025
Q1 | – | Sell |
-7,888
| Closed | -$220K | – | 163 |
|
|
2024
Q4 | $220K | Buy |
7,888
+5,916
| +300% | +$165K | 0.03% | 149 |
|
|
2024
Q3 | $205K | Sell |
1,972
-251
| -11% | -$26.1K | 0.03% | 156 |
|
|
2024
Q2 | $224K | Hold |
2,223
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $206K | Buy |
+2,223
| New | +$206K | 0.03% | 157 |
|