QPWM
Quadrant Private 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 | $1.01M | Sell |
34,410
-641
| -2% | -$18.7K | 0.21% | 96 |
|
|
2025
Q1 | $878K | Sell |
35,051
-966
| -3% | -$24.2K | 0.22% | 94 |
|
|
2024
Q4 | $1M | Buy |
36,017
+27,965
| +347% | +$779K | 0.25% | 88 |
|
|
2024
Q3 | $839K | Buy |
8,052
+1,064
| +15% | +$111K | 0.21% | 104 |
|
|
2024
Q2 | $705K | Buy |
+6,988
| New | +$705K | 0.16% | 118 |
|