NIWA
New Insight Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Hold |
21,727
| – | – | 0.26% | 57 |
|
|
2025
Q1 | $544K | Buy |
21,727
+852
| +4% | +$21.3K | 0.25% | 55 |
|
|
2024
Q4 | $582K | Buy |
20,875
+15,617
| +297% | +$435K | 0.29% | 46 |
|
|
2024
Q3 | $548K | Buy |
5,258
+342
| +7% | +$35.6K | 0.29% | 43 |
|
|
2024
Q2 | $496K | Buy |
4,916
+1,248
| +34% | +$126K | 0.29% | 44 |
|
|
2024
Q1 | $340K | Buy |
3,668
+1,005
| +38% | +$93.2K | 0.21% | 56 |
|
|
2023
Q4 | $221K | Buy |
+2,663
| New | +$221K | 0.15% | 71 |
|