Mascoma 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
Q2 | $18.8K | Buy |
+644
| New | +$18.8K | ﹤0.01% | 266 |
|
|
2024
Q3 | – | Sell |
-1,840
| Closed | -$46.4K | – | 489 |
|
|
2024
Q2 | $46.4K | Hold |
1,840
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $42.7K | Hold |
1,840
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $38.2K | Hold |
1,840
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $33.5K | Hold |
1,840
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $34.7K | Hold |
1,840
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $30.4K | Hold |
1,840
| – | – | 0.01% | 291 |
|
|
2022
Q4 | $25.6K | Buy |
+1,840
| New | +$25.6K | 0.01% | 306 |
|