SMART Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $551K | Sell |
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|
2025
Q4 | $621K | Buy |
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|
2025
Q3 | $496K | Buy |
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|
2025
Q2 | $419K | Buy |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $448K | Sell |
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|
2024
Q3 | $529K | Buy |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $277K | Buy |
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