Smith Salley 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
Q3 | $513K | Buy |
|
|||||
|
2025
Q2 | $470K | Hold |
|
|||||
|
2025
Q1 | $403K | Buy |
|
|||||
|
2024
Q4 | $448K | Buy |
|
|||||
|
2024
Q3 | $397K | Sell |
|
|||||
|
2024
Q2 | $392K | Buy |
|
|||||
|
2024
Q1 | $354K | Sell |
|
|||||
|
2023
Q4 | $338K | Buy |
|
|||||
|
2023
Q3 | $277K | Hold |
|
|||||
|
2023
Q2 | $286K | Hold |
|
|||||
|
2023
Q1 | $248K | Sell |
|
|||||
|
2022
Q4 | $215K | Sell |
|
|||||
|
2022
Q3 | $227K | Hold |
|
|||||
|
2022
Q2 | $236K | Hold |
|
|||||
|
2022
Q1 | $305K | Sell |
|
|||||
|
2021
Q4 | $334K | Hold |
|
|||||
|
2021
Q3 | $302K | Hold |
|
|||||
|
2021
Q2 | $298K | Hold |
|
|||||
|
2021
Q1 | $265K | Hold |
|
|||||
|
2020
Q4 | $262K | Buy |
|