Valley Wealth Managers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4K | Hold |
904
| – | – | ﹤0.01% | 221 |
|
|
2025
Q1 | $22.6K | Hold |
904
| – | – | ﹤0.01% | 241 |
|
|
2024
Q4 | $25.2K | Hold |
904
| – | – | ﹤0.01% | 250 |
|
|
2024
Q3 | $23.5K | Hold |
904
| – | – | ﹤0.01% | 261 |
|
|
2024
Q2 | $22.8K | Hold |
904
| – | – | ﹤0.01% | 255 |
|
|
2024
Q1 | $21K | Hold |
904
| – | – | ﹤0.01% | 241 |
|
|
2023
Q4 | $18.7K | Sell |
904
-4
| -0.4% | -$83 | ﹤0.01% | 253 |
|
|
2023
Q3 | $16.5K | Buy |
908
+4
| +0.4% | +$73 | ﹤0.01% | 267 |
|
|
2023
Q2 | $16.9K | Hold |
904
| – | – | ﹤0.01% | 254 |
|
|
2023
Q1 | $14.7K | Sell |
904
-1,800
| -67% | -$29.3K | ﹤0.01% | 270 |
|
|
2022
Q4 | $37.6K | Hold |
2,704
| – | – | ﹤0.01% | 242 |
|
|
2022
Q3 | $38K | Hold |
2,704
| – | – | ﹤0.01% | 258 |
|
|
2022
Q2 | $39K | Buy |
+2,704
| New | +$39K | ﹤0.01% | 264 |
|