LifeSteps Financial’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
Q3 | $776K | Buy |
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|
2025
Q2 | $710K | Sell |
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|
2025
Q1 | $656K | Sell |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $708K | Buy |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $643K | Sell |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $490K | Sell |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $805K | Buy |
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|
2021
Q3 | $713K | Buy |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $608K | Buy |
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|
2020
Q3 | $545K | Sell |
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|
2020
Q2 | $502K | Sell |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $500K | Buy |
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