MBE Wealth Management’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 | $707K | Buy |
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|
2025
Q2 | $641K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $487K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $459K | Hold |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $508K | Hold |
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|
2021
Q2 | $501K | Hold |
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|
2021
Q1 | $445K | Buy |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $401K | Hold |
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|
2020
Q2 | $401K | Sell |
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|
2020
Q1 | $330K | Sell |
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|
2019
Q4 | $390K | Buy |
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