SFWA
Summit Financial Wealth Advisors’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
Q1 | $2.39M | Buy |
95,405
+2,292
| +2% | +$57.4K | 0.47% | 38 |
|
|
2024
Q4 | $2.62M | Buy |
93,113
+73,902
| +385% | +$2.08M | 0.51% | 38 |
|
|
2024
Q3 | $2M | Buy |
19,211
+1,830
| +11% | +$191K | 0.38% | 42 |
|
|
2024
Q2 | $1.75M | Buy |
17,381
+105
| +0.6% | +$10.6K | 0.36% | 40 |
|
|
2024
Q1 | $1.6M | Buy |
17,276
+1,035
| +6% | +$96K | 0.32% | 41 |
|
|
2023
Q4 | $1.35M | Buy |
16,241
+1,235
| +8% | +$102K | 0.31% | 43 |
|
|
2023
Q3 | $1.14M | Buy |
15,006
+3,495
| +30% | +$266K | 0.28% | 46 |
|
|
2023
Q2 | $863K | Buy |
11,511
+2,480
| +27% | +$186K | 0.2% | 56 |
|
|
2023
Q1 | $589K | Buy |
9,031
+1,770
| +24% | +$115K | 0.14% | 72 |
|
|
2022
Q4 | $403K | Buy |
7,261
+360
| +5% | +$20K | 0.1% | 88 |
|
|
2022
Q3 | $396K | Buy |
6,901
+895
| +15% | +$51.4K | 0.11% | 79 |
|
|
2022
Q2 | $372K | Buy |
6,006
+950
| +19% | +$58.8K | 0.09% | 93 |
|
|
2022
Q1 | $378K | Buy |
5,056
+2,871
| +131% | +$215K | 0.08% | 95 |
|
|
2021
Q4 | $355K | Buy |
2,185
+540
| +33% | +$87.7K | 0.07% | 99 |
|
|
2021
Q3 | $244K | Hold |
1,645
| – | – | 0.06% | 112 |
|
|
2021
Q2 | $240K | Sell |
1,645
-120
| -7% | -$17.5K | 0.05% | 110 |
|
|
2021
Q1 | $227K | Buy |
+1,765
| New | +$227K | 0.06% | 98 |
|