Spire 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 | $2.48M | Buy |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $979K | Buy |
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|
2024
Q2 | $596K | Sell |
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|
2024
Q1 | $654K | Buy |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $172K | Buy |
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|
2022
Q3 | $170K | Sell |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $603K | Sell |
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|
2021
Q4 | $691K | Sell |
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|
2021
Q3 | $655K | Buy |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $720K | Buy |
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