Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $44.8M | Buy |
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|
2024
Q1 | $40.8M | Buy |
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|
2023
Q4 | $28.5M | Sell |
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|
2023
Q3 | $25.4M | Sell |
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|
2023
Q2 | $26.6M | Sell |
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|
2023
Q1 | $23.2M | Buy |
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|
2022
Q4 | $18.2M | Buy |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $22.3M | Buy |
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|
2021
Q4 | $23.5M | Buy |
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|
2021
Q3 | $20.5M | Buy |
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|
2021
Q2 | $19.5M | Buy |
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|
2021
Q1 | $16.3M | Buy |
|