Wealth Enhancement Advisory Services’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 | $99.2M | Sell |
|
|||||
|
2025
Q2 | $92.5M | Buy |
|
|||||
|
2025
Q1 | $76.8M | Sell |
|
|||||
|
2024
Q4 | $90.5M | Sell |
|
|||||
|
2024
Q3 | $89.5M | Sell |
|
|||||
|
2024
Q2 | $89.2M | Sell |
|
|||||
|
2024
Q1 | $83.6M | Sell |
|
|||||
|
2023
Q4 | $76.2M | Sell |
|
|||||
|
2023
Q3 | $68.4M | Buy |
|
|||||
|
2023
Q2 | $2.56M | Sell |
|
|||||
|
2023
Q1 | $2.82M | Buy |
|
|||||
|
2022
Q4 | $1.36M | Sell |
|
|||||
|
2022
Q3 | $1.31M | Buy |
|
|||||
|
2022
Q2 | $1.25M | Buy |
|
|||||
|
2022
Q1 | $1.28M | Buy |
|
|||||
|
2021
Q4 | $872K | Sell |
|
|||||
|
2021
Q3 | $1.25M | Buy |
|
|||||
|
2021
Q2 | $1M | Buy |
|
|||||
|
2021
Q1 | $798K | Buy |
|
|||||
|
2020
Q4 | $705K | Buy |
|
|||||
|
2020
Q3 | $609K | Buy |
|
|||||
|
2020
Q2 | $278K | Sell |
|
|||||
|
2020
Q1 | $394K | Sell |
|
|||||
|
2019
Q4 | $669K | Buy |
|
|||||
|
2019
Q3 | $596K | Buy |
|
|||||
|
2019
Q2 | $485K | Buy |
|