MB, Levis & Associates’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 | $128K | Buy |
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|
2025
Q2 | $117K | Buy |
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|
2025
Q1 | $101K | Buy |
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|
2024
Q4 | $112K | Buy |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $92.7K | Buy |
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|
2023
Q4 | $82.8K | Buy |
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|
2023
Q3 | $72.5K | Buy |
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|
2023
Q2 | $74.6K | Buy |
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|
2023
Q1 | $64.8K | Buy |
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|
2022
Q4 | $55.2K | Buy |
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