TrueWealth Advisors’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
Q4 | $1.42M | Buy |
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2025
Q3 | $1.38M | Buy |
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|
2025
Q2 | $1.27M | Sell |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $903K | Sell |
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|
2023
Q3 | $883K | Sell |
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|
2023
Q2 | $922K | Sell |
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|
2023
Q1 | $879K | Sell |
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|
2022
Q4 | $774K | Sell |
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|
2022
Q3 | $967K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $1.85M | Sell |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $5.67M | Buy |
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