RSWM
Robertson Stephens 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 | $2.11M | Sell |
72,086
-441,486
| -86% | -$12.9M | 0.07% | 180 |
|
|
2025
Q1 | $12.9M | Sell |
513,572
-107,750
| -17% | -$2.7M | 0.44% | 44 |
|
|
2024
Q4 | $17.3M | Buy |
621,322
+550,988
| +783% | +$15.4M | 0.61% | 34 |
|
|
2024
Q3 | $7.33M | Buy |
70,334
+56,513
| +409% | +$5.89M | 0.27% | 82 |
|
|
2024
Q2 | $1.4M | Buy |
+13,821
| New | +$1.4M | 0.07% | 181 |
|
|
2020
Q4 | – | Sell |
-3,234
| Closed | -$372K | – | 261 |
|
|
2020
Q3 | $372K | Buy |
+3,234
| New | +$372K | 0.09% | 159 |
|