SOA Wealth Advisors’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 | $424K | Buy |
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|
2025
Q2 | $387K | Sell |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $346K | Hold |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $189K | Buy |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $188K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $4K | Buy |
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