Waterfront Wealth’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 | $446K | Buy |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $311K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $212K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $201K | Buy |
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