Transform Wealth’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
Q1 | $3.39M | Sell |
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|
2024
Q4 | $4.5M | Buy |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.18M | Sell |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.51M | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $293K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $337K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $218K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $207K | Buy |
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