M Holdings Securities’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
Q2 | – | Sell |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $921K | Sell |
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|
2022
Q3 | $964K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $637K | Buy |
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