Liberty 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 | $492K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $108K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $26K | Sell |
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|
2020
Q3 | $47K | Buy |
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|
2020
Q2 | $41K | Hold |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | $37K | Buy |
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|
2019
Q3 | $34K | Buy |
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