LWM
Lakeridge 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 | $651K | Sell |
22,303
-1,601
| -7% | -$46.8K | 0.3% | 62 |
|
|
2025
Q1 | $599K | Buy |
23,904
+2,181
| +10% | +$54.6K | 0.3% | 64 |
|
|
2024
Q4 | $605K | Buy |
21,723
+15,934
| +275% | +$444K | 0.31% | 67 |
|
|
2024
Q3 | $603K | Buy |
5,789
+480
| +9% | +$50K | 0.33% | 64 |
|
|
2024
Q2 | $535K | Sell |
5,309
-466
| -8% | -$47K | 0.32% | 64 |
|
|
2024
Q1 | $535K | Buy |
5,775
+130
| +2% | +$12.1K | 0.35% | 59 |
|
|
2023
Q4 | $468K | Buy |
+5,645
| New | +$468K | 0.34% | 61 |
|