Laidlaw 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
Q1 | – | Sell |
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|
2024
Q4 | $2.9M | Sell |
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2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $3.25M | Sell |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $5.48M | Sell |
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|
2023
Q2 | $9.06M | Buy |
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|
2023
Q1 | $7.71M | Sell |
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|
2022
Q4 | $7.06M | Buy |
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|
2022
Q3 | $6.97M | Sell |
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|
2022
Q2 | $7.26M | Buy |
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|
2022
Q1 | $8.54M | Buy |
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|
2021
Q4 | $8.93M | Sell |
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|
2021
Q3 | $8.34M | Sell |
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|
2021
Q2 | $9.39M | Buy |
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|
2021
Q1 | $7.91M | Sell |
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|
2020
Q4 | $8.57M | Buy |
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|
2020
Q3 | $6.05M | Buy |
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|
2020
Q2 | $5.14M | Sell |
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|
2020
Q1 | $4.22M | Buy |
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|
2019
Q4 | $3.33M | Buy |
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