Liberty Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,527
| Closed | -$492K | – | 191 |
|
|
2024
Q4 | $492K | Buy |
+17,527
| New | +$492K | 0.08% | 121 |
|
|
2024
Q3 | – | Sell |
-252,288
| Closed | -$108K | – | 254 |
|
|
2024
Q2 | $108K | Buy |
+252,288
| New | +$108K | 0.02% | 203 |
|
|
2021
Q4 | – | Sell |
-1,632
| Closed | -$30K | – | 916 |
|
|
2021
Q3 | $30K | Hold |
1,632
| – | – | 0.01% | 539 |
|
|
2021
Q2 | $30K | Hold |
1,632
| – | – | 0.01% | 420 |
|
|
2021
Q1 | $26K | Hold |
1,632
| – | – | 0.01% | 414 |
|
|
2020
Q4 | $26K | Sell |
1,632
-1,600
| -50% | -$25.5K | 0.01% | 411 |
|
|
2020
Q3 | $47K | Buy |
3,232
+8
| +0.2% | +$116 | 0.03% | 240 |
|
|
2020
Q2 | $41K | Hold |
3,224
| – | – | 0.03% | 254 |
|
|
2020
Q1 | $32K | Buy |
3,224
+8
| +0.2% | +$79 | 0.03% | 276 |
|
|
2019
Q4 | $37K | Buy |
3,216
+16
| +0.5% | +$184 | 0.03% | 310 |
|
|
2019
Q3 | $34K | Buy |
+3,200
| New | +$34K | 0.03% | 305 |
|