SWM
Scissortail 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
Q1 | – | Sell |
-136,075
| Closed | -$3.79M | – | 125 |
|
|
2024
Q4 | $3.79M | Buy |
136,075
+135,921
| +88,260% | +$3.79M | 0.97% | 38 |
|
|
2024
Q3 | $3.49M | Sell |
154
-34,159
| -100% | -$775M | 0.85% | 42 |
|
|
2024
Q2 | $3.46M | Buy |
34,313
+276
| +0.8% | +$27.8K | 0.88% | 40 |
|
|
2024
Q1 | $3.16M | Buy |
+34,037
| New | +$3.16M | 0.83% | 42 |
|
|
2022
Q4 | – | Sell |
-30,990
| Closed | -$1.72M | – | 161 |
|
|
2022
Q3 | $1.72M | Buy |
+30,990
| New | +$1.72M | 0.9% | 35 |
|