Phillips Financial 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 | $32.4K | Hold |
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|
2025
Q2 | $29.7K | Hold |
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|
2025
Q1 | $25.4K | Sell |
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|
2024
Q4 | $86.3K | Buy |
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|
2024
Q3 | $26.5K | Hold |
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|
2024
Q2 | $25.6K | Hold |
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|
2024
Q1 | $23.6K | Hold |
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|
2023
Q4 | $21.1K | Hold |
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|
2023
Q3 | $18.5K | Hold |
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|
2023
Q2 | $19K | Hold |
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|
2023
Q1 | $16.6K | Hold |
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|
2022
Q4 | $14.1K | Hold |
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|
2022
Q3 | $14K | Buy |
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