Resurgent Financial Advisors’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 | $629K | Sell |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $759K | Sell |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $808K | Buy |
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | $550K | Buy |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $364K | Buy |
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