Kiley Juergens 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 | $1.45M | Buy |
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2025
Q1 | $962K | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $937K | Sell |
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|
2023
Q4 | $846K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $775K | Sell |
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|
2023
Q1 | $751K | Buy |
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|
2022
Q4 | $590K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $25K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2K | Buy |
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