PWM
Praetorian 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 | $443K | Buy |
15,180
+4,536
| +43% | +$132K | 0.1% | 39 |
|
|
2025
Q1 | $267K | Hold |
10,644
| – | – | 0.07% | 53 |
|
|
2024
Q4 | $297K | Buy |
+10,644
| New | +$297K | 0.07% | 51 |
|
|
2024
Q3 | – | Sell |
-3,991
| Closed | -$402K | – | 48 |
|
|
2024
Q2 | $402K | Buy |
+3,991
| New | +$402K | 0.1% | 42 |
|
|
2024
Q1 | – | Sell |
-4,140
| Closed | -$343K | – | 46 |
|
|
2023
Q4 | $343K | Buy |
+4,140
| New | +$343K | 0.1% | 44 |
|
|
2023
Q1 | – | Sell |
-4,234
| Closed | -$235K | – | 45 |
|
|
2022
Q4 | $235K | Sell |
4,234
-328
| -7% | -$18.2K | 0.08% | 49 |
|
|
2022
Q3 | $254K | Buy |
+4,562
| New | +$254K | 0.1% | 50 |
|
|
2021
Q4 | – | Sell |
-2,281
| Closed | -$338K | – | 45 |
|
|
2021
Q3 | $338K | Sell |
2,281
-3
| -0.1% | -$445 | 0.11% | 50 |
|
|
2021
Q2 | $333K | Hold |
2,284
| – | – | 0.11% | 49 |
|
|
2021
Q1 | $296K | Sell |
2,284
-274
| -11% | -$35.5K | 0.1% | 52 |
|
|
2020
Q4 | $328K | Sell |
2,558
-113
| -4% | -$14.5K | 0.13% | 49 |
|
|
2020
Q3 | $308K | Sell |
2,671
-78
| -3% | -$8.99K | 0.14% | 49 |
|
|
2020
Q2 | $279K | Buy |
+2,749
| New | +$279K | 0.14% | 49 |
|