USCWA
U.S. Capital Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Buy |
270,971
+36,138
| +15% | +$1.06M | 0.23% | 117 |
|
|
2025
Q1 | $5.88M | Buy |
234,833
+44,188
| +23% | +$1.11M | 0.18% | 141 |
|
|
2024
Q4 | $5.31M | Buy |
190,645
+168,409
| +757% | +$4.69M | 0.16% | 147 |
|
|
2024
Q3 | $2.32M | Buy |
22,236
+123
| +0.6% | +$12.8K | 0.08% | 225 |
|
|
2024
Q2 | $2.23M | Sell |
22,113
-166
| -0.7% | -$16.7K | 0.08% | 223 |
|
|
2024
Q1 | $2.07M | Buy |
22,279
+353
| +2% | +$32.7K | 0.08% | 223 |
|
|
2023
Q4 | $1.82M | Sell |
21,926
-193
| -0.9% | -$16K | 0.07% | 248 |
|
|
2023
Q3 | $1.61M | Buy |
22,119
+1,579
| +8% | +$115K | 0.07% | 237 |
|
|
2023
Q2 | $1.54M | Buy |
20,540
+2,910
| +17% | +$218K | 0.07% | 252 |
|
|
2023
Q1 | $1.15M | Buy |
17,630
+6,413
| +57% | +$418K | 0.05% | 280 |
|
|
2022
Q4 | $623K | Buy |
11,217
+3,571
| +47% | +$198K | 0.03% | 416 |
|
|
2022
Q3 | $427K | Hold |
7,646
| – | – | 0.02% | 469 |
|
|
2022
Q2 | $443K | Sell |
7,646
-1,134
| -13% | -$65.7K | 0.02% | 491 |
|
|
2022
Q1 | $657K | Buy |
8,780
+4,472
| +104% | +$335K | 0.02% | 459 |
|
|
2021
Q4 | $705K | Buy |
4,308
+239
| +6% | +$39.1K | 0.03% | 449 |
|
|
2021
Q3 | $603K | Buy |
+4,069
| New | +$603K | 0.03% | 477 |
|