Warner Financial’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 | $9.44M | Buy |
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|
2025
Q2 | $8.6M | Buy |
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|
2025
Q1 | $7.24M | Sell |
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|
2024
Q4 | $8.21M | Buy |
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|
2024
Q3 | $6.6M | Buy |
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|
2024
Q2 | $6.35M | Buy |
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|
2024
Q1 | $5.83M | Buy |
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|
2023
Q4 | $4.79M | Buy |
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|
2023
Q3 | $4.18M | Buy |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.7M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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