Twelve Points 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 | $679K | Hold |
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|
2025
Q2 | $622K | Buy |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $589K | Sell |
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|
2024
Q2 | $704K | Hold |
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|
2024
Q1 | $647K | Hold |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $487K | Hold |
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|
2023
Q1 | $423K | Hold |
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|
2022
Q4 | $361K | Hold |
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|
2022
Q3 | $363K | Hold |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $486K | Buy |
|