Red Door 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 | $513K | Buy |
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|
2025
Q2 | $338K | Sell |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $223K | Hold |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $199K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $3K | Buy |
|