NWAM LLC’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 | $2.71M | Buy |
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|
2025
Q2 | $2.55M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $2.03M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $731K | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $993K | Buy |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $966K | Hold |
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|
2020
Q1 | $757 | Buy |
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|
2019
Q4 | $801K | Hold |
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|
2019
Q3 | $724K | Hold |
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|
2019
Q2 | $717K | Buy |
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|
2019
Q1 | $667K | Sell |
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|
2018
Q4 | $579K | Buy |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $252K | Sell |
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|
2018
Q1 | $245K | Sell |
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|
2017
Q4 | $275K | Hold |
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|
2017
Q3 | $257K | Hold |
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|
2017
Q2 | $246K | Sell |
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|
2017
Q1 | $330K | Sell |
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|
2016
Q4 | $314K | Sell |
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|
2016
Q3 | $341K | Sell |
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|
2016
Q2 | $346K | Hold |
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|
2016
Q1 | $346K | Buy |
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|
2015
Q4 | $319K | Buy |
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