Pursue Wealth Partners’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 | $401K | Hold |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $382K | Hold |
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|
2024
Q3 | $357K | Hold |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $27.4K | Buy |
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