IVC Wealth Advisors’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
Q3 | $551K | Sell |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $464K | Sell |
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|
2024
Q4 | $521K | Sell |
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|
2024
Q3 | $492K | Hold |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $285K | Sell |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $514K | Buy |
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|
2021
Q4 | $562K | Hold |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $581K | Sell |
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|
2020
Q4 | $802K | Buy |
|