JPWM
Jamison Private Wealth Management’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 | $515K | Buy |
17,636
+6,046
| +52% | +$177K | 0.07% | 144 |
|
|
2025
Q1 | $290K | Buy |
11,590
+97
| +0.8% | +$2.43K | 0.04% | 177 |
|
|
2024
Q4 | $320K | Buy |
11,493
+9,309
| +426% | +$259K | 0.05% | 172 |
|
|
2024
Q3 | $228K | Buy |
2,184
+415
| +23% | +$43.2K | 0.03% | 179 |
|
|
2024
Q2 | $178K | Buy |
1,769
+725
| +69% | +$73.1K | 0.03% | 181 |
|
|
2024
Q1 | $96.8K | Buy |
1,044
+130
| +14% | +$12.1K | 0.02% | 217 |
|
|
2023
Q4 | $75.8K | Buy |
+914
| New | +$75.8K | 0.01% | 218 |
|