Provident 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
Q3 | $41M | Sell |
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|
2025
Q2 | $37.8M | Sell |
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|
2025
Q1 | $32.6M | Buy |
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|
2024
Q4 | $35.9M | Buy |
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|
2024
Q3 | $32.6M | Buy |
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|
2024
Q2 | $31M | Buy |
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|
2024
Q1 | $27.8M | Sell |
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|
2023
Q4 | $25.2M | Buy |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $18.6M | Sell |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $14.2M | Sell |
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|
2022
Q3 | $14.8M | Buy |
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|
2022
Q2 | $14.2M | Buy |
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|
2022
Q1 | $191K | Hold |
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|
2021
Q4 | $209K | Hold |
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|
2021
Q3 | $189K | Sell |
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|
2021
Q2 | $204K | Sell |
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|
2021
Q1 | $191K | Sell |
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|
2020
Q4 | $326K | Buy |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $124K | Buy |
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