RWA Wealth Partners’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 | $5.61M | Buy |
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2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.19M | Buy |
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|
2024
Q2 | $951K | Hold |
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|
2024
Q1 | $874K | Buy |
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|
2023
Q4 | $781K | Sell |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $597K | Buy |
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|
2022
Q4 | $507K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $280K | Hold |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $296K | Buy |
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