TriaGen 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 | $12.2M | Buy |
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|
2025
Q2 | $11.1M | Sell |
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|
2025
Q1 | $9.66M | Sell |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $9.53M | Buy |
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|
2024
Q1 | $8.64M | Buy |
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|
2023
Q4 | $7.47M | Sell |
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|
2023
Q3 | $6.63M | Buy |
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|
2023
Q2 | $6.69M | Buy |
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|
2023
Q1 | $5.72M | Buy |
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|
2022
Q4 | $4.73M | Buy |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $3.89M | Buy |
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|
2022
Q1 | $4.82M | Buy |
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|
2021
Q4 | $5.19M | Buy |
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|
2021
Q3 | $4.64M | Sell |
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|
2021
Q2 | $4.89M | Buy |
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|
2021
Q1 | $4.12M | Buy |
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|
2020
Q4 | $3.18M | Buy |
|