Paces Ferry Wealth Advisors’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 | $18.8M | Buy |
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|
2025
Q1 | $14.8M | Buy |
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|
2024
Q4 | $16M | Buy |
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|
2024
Q3 | $14.2M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $7.3M | Buy |
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|
2023
Q3 | $5.66M | Sell |
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|
2023
Q2 | $6.05M | Sell |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $3.83M | Buy |
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|
2022
Q2 | $3.89M | Buy |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $3.89M | Sell |
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|
2021
Q2 | $3.96M | Buy |
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|
2021
Q1 | $3.34M | Buy |
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|
2020
Q4 | $2.76M | Buy |
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|
2020
Q3 | $2.38M | Buy |
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