PSIWM
Paradigm Strategies in Wealth Management’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 | $21.3M | Buy |
728,410
+9,207
| +1% | +$269K | 13.93% | 1 |
|
|
2025
Q1 | $18M | Sell |
719,203
-26,011
| -3% | -$651K | 12.14% | 2 |
|
|
2024
Q4 | $20.8M | Buy |
745,214
+550,654
| +283% | +$15.3M | 13.69% | 2 |
|
|
2024
Q3 | $20.3M | Buy |
194,560
+5,032
| +3% | +$524K | 12.7% | 3 |
|
|
2024
Q2 | $19.1M | Sell |
189,528
-7,320
| -4% | -$738K | 11.74% | 3 |
|
|
2024
Q1 | $18.3M | Sell |
196,848
-34
| -0% | -$3.15K | 11.26% | 4 |
|
|
2023
Q4 | $16.3M | Sell |
196,882
-6,708
| -3% | -$556K | 10.74% | 4 |
|
|
2023
Q3 | $14.8M | Sell |
203,590
-2,502
| -1% | -$182K | 9.44% | 4 |
|
|
2023
Q2 | $15.4M | Sell |
206,092
-6,996
| -3% | -$524K | 10.45% | 3 |
|
|
2023
Q1 | $13.9M | Buy |
213,088
+2,377
| +1% | +$155K | 10.93% | 3 |
|
|
2022
Q4 | $11.7M | Buy |
210,711
+26,785
| +15% | +$1.49M | 10.42% | 4 |
|
|
2022
Q3 | $10.3M | Buy |
183,926
+7,302
| +4% | +$408K | 9.36% | 4 |
|
|
2022
Q2 | $10.2M | Buy |
176,624
+128,194
| +265% | +$7.43M | 11.15% | 3 |
|
|
2022
Q1 | $3.62M | Buy |
48,430
+27,659
| +133% | +$2.07M | 3.79% | 9 |
|
|
2021
Q4 | $3.4M | Buy |
20,771
+24
| +0.1% | +$3.93K | 3.45% | 10 |
|
|
2021
Q3 | $3.07M | Buy |
20,747
+278
| +1% | +$41.2K | 2.9% | 11 |
|
|
2021
Q2 | $2.99M | Buy |
20,469
+112
| +0.6% | +$16.3K | 2.69% | 10 |
|
|
2021
Q1 | $2.64M | Buy |
+20,357
| New | +$2.64M | 2.55% | 8 |
|