SWM
SK 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 | $25.6M | Buy |
871,180
+106,739
| +14% | +$3.14M | 11.12% | 1 |
|
|
2025
Q1 | $17.6M | Buy |
764,441
+60,393
| +9% | +$1.39M | 9.44% | 3 |
|
|
2024
Q4 | $19.6M | Buy |
704,048
+1,367
| +0.2% | +$38.1K | 9.99% | 4 |
|
|
2024
Q3 | $20M | Buy |
+702,681
| New | +$20M | 10.24% | 4 |
|