Tempus Wealth Planning’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
Q2 | $3.26M | Buy |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $2.98M | Sell |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $989K | Buy |
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|
2022
Q3 | $268K | Buy |
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