Mission 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
Q2 | $954K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $759K | Buy |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $6.29M | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $488K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $406K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $234K | Buy |
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