Valley Wealth Managers’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
Q2 | $26.4K | Hold |
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2025
Q1 | $22.6K | Hold |
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|
2024
Q4 | $25.2K | Hold |
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|
2024
Q3 | $23.5K | Hold |
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|
2024
Q2 | $22.8K | Hold |
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|
2024
Q1 | $21K | Hold |
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|
2023
Q4 | $18.7K | Sell |
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|
2023
Q3 | $16.5K | Buy |
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|
2023
Q2 | $16.9K | Hold |
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|
2023
Q1 | $14.7K | Sell |
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|
2022
Q4 | $37.6K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $39K | Buy |
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