Mason & Associates (California)’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 | $328K | Buy |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $279K | Buy |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $286K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $2.15M | Sell |
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|
2021
Q4 | $14.8M | Buy |
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