Waterloo Capital’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 | $2.31M | Sell |
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2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $948K | Buy |
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|
2023
Q3 | $814K | Sell |
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|
2023
Q2 | $861K | Sell |
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|
2023
Q1 | $798K | Buy |
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|
2020
Q1 | $1.31M | Buy |
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