Morton Brown Family Wealth’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 | $293K | Sell |
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|
2025
Q2 | $274K | Hold |
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|
2025
Q1 | $235K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $198K | Hold |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $15.9K | Hold |
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|
2023
Q2 | $16.3K | Hold |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $12.1K | Hold |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $13K | Buy |
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