Waverly 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
Q4 | $82.3M | Buy |
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|
2025
Q3 | $76.6M | Buy |
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|
2025
Q2 | $69.6M | Buy |
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|
2025
Q1 | $54.7M | Buy |
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|
2024
Q4 | $19.5M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $17M | Buy |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $261K | Buy |
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|
2023
Q2 | $230K | Buy |
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