JFG 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
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.29M | Hold |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $927K | Buy |
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|
2022
Q4 | $789K | Buy |
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