Walkner Condon Financial 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 | $288K | Hold |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $213K | Buy |
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