Iron Horse 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 | $234 | Hold |
|
|||||
|
2025
Q1 | $200 | Hold |
|
|||||
|
2024
Q4 | $223 | Hold |
|
|||||
|
2024
Q3 | $208 | Hold |
|
|||||
|
2024
Q2 | $202 | Hold |
|
|||||
|
2024
Q1 | $185 | Hold |
|
|||||
|
2023
Q4 | $166 | Hold |
|
|||||
|
2023
Q3 | $145 | Sell |
|
|||||
|
2023
Q2 | $450 | Hold |
|
|||||
|
2023
Q1 | $391 | Hold |
|
|||||
|
2022
Q4 | $0 | Buy |
|
|||||
|
2022
Q3 | $0 | Sell |
|
|||||
|
2022
Q2 | $1K | Hold |
|
|||||
|
2022
Q1 | $1K | Sell |
|
|||||
|
2021
Q4 | $23K | Buy |
|