Wagner Wealth Management’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 | $645 | Sell |
22
-641
| -97% | -$18.8K | ﹤0.01% | 241 |
|
|
2025
Q1 | $16.6K | Buy |
663
+108
| +19% | +$2.71K | ﹤0.01% | 180 |
|
|
2024
Q4 | $15.5K | Buy |
555
+55
| +11% | +$1.53K | ﹤0.01% | 180 |
|
|
2024
Q3 | $13K | Buy |
500
+96
| +24% | +$2.5K | ﹤0.01% | 179 |
|
|
2024
Q2 | $10.2K | Buy |
404
+20
| +5% | +$504 | ﹤0.01% | 211 |
|
|
2024
Q1 | $8.9K | Buy |
384
+36
| +10% | +$834 | ﹤0.01% | 210 |
|
|
2023
Q4 | $7.22K | Buy |
348
+28
| +9% | +$581 | ﹤0.01% | 204 |
|
|
2023
Q3 | $5.82K | Buy |
320
+144
| +82% | +$2.62K | ﹤0.01% | 181 |
|
|
2023
Q2 | $3.3K | Buy |
176
+28
| +19% | +$525 | ﹤0.01% | 197 |
|
|
2023
Q1 | $2.41K | Buy |
148
+64
| +76% | +$1.04K | ﹤0.01% | 198 |
|
|
2022
Q4 | $1.17K | Buy |
84
+64
| +320% | +$889 | ﹤0.01% | 220 |
|
|
2022
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 771 |
|