Orgel 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 | $6.06M | Buy |
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|
2025
Q2 | $5.02M | Buy |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $2.64M | Buy |
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|
2024
Q3 | $2.32M | Hold |
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|
2024
Q2 | $2.24M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $1.53M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $56.5M | Buy |
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|
2022
Q2 | $342K | Buy |
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