Madison Wealth Partners’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
Q2 | $2.22M | Sell |
76,113
-10,712
| -12% | -$313K | 0.49% | 31 |
|
|
2025
Q1 | $2.17M | Buy |
86,825
+3,586
| +4% | +$89.8K | 0.54% | 31 |
|
|
2024
Q4 | $2.32M | Buy |
83,239
+6,187
| +8% | +$172K | 0.65% | 27 |
|
|
2024
Q3 | $2.01M | Buy |
77,052
+12,616
| +20% | +$329K | 0.59% | 27 |
|
|
2024
Q2 | $1.62M | Buy |
64,436
+5,736
| +10% | +$145K | 0.56% | 26 |
|
|
2024
Q1 | $1.36M | Buy |
58,700
+12,416
| +27% | +$288K | 0.49% | 25 |
|
|
2023
Q4 | $960K | Buy |
+46,284
| New | +$960K | 0.38% | 33 |
|