Prestige Wealth Management Group’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
$1.85M Sell
2025
Q1
$1.66M Sell
2024
Q4
$1.98M Sell
2024
Q3
$1.85M Sell
2024
Q2
$1.82M Sell
2024
Q1
$1.68M Sell
2023
Q4
$1.84M Sell
2023
Q3
$1.66M Sell
2023
Q2
$1.77M Sell
2023
Q1
$1.58M Sell
2022
Q4
$1.55M Sell
2022
Q3
$1.58M Sell
2022
Q2
$1.65M Buy
2022
Q1
$2.13M Sell
2021
Q4
$2.69M Sell
2021
Q3
$2.44M Buy
2021
Q2
$2.28M Sell
2021
Q1
$2.14M Sell
2020
Q4
$2.15M Sell
2020
Q3
$1.96M Sell
2020
Q2
$2.44M Buy
2020
Q1
$1.91M Sell
2019
Q4
$2.46M Buy
2019
Q3
$2.21M Sell
2019
Q2
$2.2M Sell
2019
Q1
$2.2M Sell
2018
Q4
$2.07M Buy