RWM
Reston 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 | $2.17M | Buy |
74,174
+4,814
| +7% | +$141K | 0.76% | 15 |
|
|
2025
Q1 | $1.74M | Sell |
69,360
-15,493
| -18% | -$388K | 0.7% | 14 |
|
|
2024
Q4 | $2.36M | Buy |
84,853
+66,084
| +352% | +$1.84M | 0.88% | 14 |
|
|
2024
Q3 | $1.96M | Sell |
18,769
-687
| -4% | -$71.6K | 0.71% | 14 |
|
|
2024
Q2 | $1.96M | Buy |
19,456
+78
| +0.4% | +$7.87K | 0.78% | 15 |
|
|
2024
Q1 | $1.8M | Sell |
19,378
-6,000
| -24% | -$556K | 0.73% | 16 |
|
|
2023
Q4 | $2.11M | Buy |
25,378
+4,681
| +23% | +$388K | 0.96% | 13 |
|
|
2023
Q3 | $1.51M | Buy |
20,697
+1,522
| +8% | +$111K | 0.76% | 16 |
|
|
2023
Q2 | $1.44M | Sell |
19,175
-53,851
| -74% | -$4.04M | 0.68% | 15 |
|
|
2023
Q1 | $4.76M | Buy |
73,026
+80
| +0.1% | +$5.21K | 2.49% | 9 |
|
|
2022
Q4 | $4.05M | Buy |
72,946
+4,199
| +6% | +$233K | 2.24% | 11 |
|
|
2022
Q3 | $3.84M | Buy |
68,747
+2,914
| +4% | +$163K | 2.29% | 10 |
|
|
2022
Q2 | $3.82M | Sell |
65,833
-1,532
| -2% | -$88.8K | 2.13% | 10 |
|
|
2022
Q1 | $5.04M | Buy |
67,365
+35,122
| +109% | +$2.63M | 2.59% | 9 |
|
|
2021
Q4 | $5.28M | Buy |
32,243
+1,733
| +6% | +$284K | 2.56% | 9 |
|
|
2021
Q3 | $4.52M | Sell |
30,510
-219
| -0.7% | -$32.4K | 2.35% | 9 |
|
|
2021
Q2 | $4.49M | Sell |
30,729
-8,278
| -21% | -$1.21M | 2.24% | 10 |
|
|
2021
Q1 | $5.06M | Buy |
39,007
+492
| +1% | +$63.8K | 2.65% | 8 |
|
|
2020
Q4 | $4.95M | Buy |
38,515
+344
| +0.9% | +$44.2K | 2.81% | 8 |
|
|
2020
Q3 | $4.4M | Buy |
38,171
+273
| +0.7% | +$31.4K | 2.83% | 9 |
|
|
2020
Q2 | $3.85M | Sell |
37,898
-2,898
| -7% | -$294K | 2.64% | 10 |
|
|
2020
Q1 | $3.25M | Buy |
40,796
+1,232
| +3% | +$98.1K | 2.61% | 10 |
|
|
2019
Q4 | $3.68M | Sell |
39,564
-1,234
| -3% | -$115K | 2.94% | 10 |
|
|
2019
Q3 | $3.43M | Buy |
+40,798
| New | +$3.43M | 3.06% | 9 |
|