U.S. Capital Wealth 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
Q3 | $8.01M | Sell |
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|
2025
Q2 | $7.92M | Buy |
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|
2025
Q1 | $5.88M | Buy |
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|
2024
Q4 | $5.31M | Buy |
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|
2024
Q3 | $2.32M | Buy |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $427K | Hold |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $705K | Buy |
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|
2021
Q3 | $603K | Buy |
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