Paradigm Strategies in 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
Q2 | $21.3M | Buy |
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|
2025
Q1 | $18M | Sell |
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|
2024
Q4 | $20.8M | Sell |
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|
2024
Q3 | $20.3M | Buy |
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|
2024
Q2 | $19.1M | Sell |
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|
2024
Q1 | $18.3M | Sell |
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|
2023
Q4 | $16.3M | Sell |
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $15.4M | Sell |
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|
2023
Q1 | $13.9M | Buy |
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|
2022
Q4 | $11.7M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $2.64M | Buy |
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