Sculati Wealth Management’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 | $1.45M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.27M | Sell |
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|
2024
Q2 | $4.68M | Sell |
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|
2024
Q1 | $7.83M | Sell |
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|
2023
Q4 | $7.08M | Sell |
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|
2023
Q3 | $6.23M | Sell |
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|
2023
Q2 | $6.42M | Sell |
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|
2023
Q1 | $5.61M | Sell |
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|
2022
Q4 | $4.84M | Buy |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $4.98M | Buy |
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|
2022
Q1 | $6.37M | Buy |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $6.17M | Sell |
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|
2021
Q2 | $6.17M | Buy |
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|
2021
Q1 | $5.45M | Buy |
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|
2020
Q4 | $5.34M | Sell |
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|
2020
Q3 | $4.79M | Sell |
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|
2020
Q2 | $4.29M | Sell |
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|
2020
Q1 | $3.47M | Buy |
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|
2019
Q4 | $3.94M | Buy |
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