WP
WealthShield Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
580,655
-624
| -0.1% | -$18.2K | 2.05% | 3 |
|
|
2025
Q1 | $14.6M | Buy |
581,279
+9,782
| +2% | +$245K | 1.87% | 5 |
|
|
2024
Q4 | $15.9M | Buy |
571,497
+422,268
| +283% | +$11.8M | 2.26% | 3 |
|
|
2024
Q3 | $15.5M | Sell |
149,229
-8,529
| -5% | -$889K | 2.11% | 3 |
|
|
2024
Q2 | $15.9M | Sell |
157,758
-1,613
| -1% | -$163K | 2.43% | 3 |
|
|
2024
Q1 | $14.8M | Sell |
159,371
-17,716
| -10% | -$1.64M | 2.39% | 3 |
|
|
2023
Q4 | $14.7M | Buy |
177,087
+7,613
| +4% | +$632K | 2.42% | 4 |
|
|
2023
Q3 | $12.3M | Sell |
169,474
-17,261
| -9% | -$1.26M | 1.86% | 7 |
|
|
2023
Q2 | $14M | Buy |
186,735
+5,377
| +3% | +$403K | 2.11% | 6 |
|
|
2023
Q1 | $11.8M | Buy |
181,358
+5,681
| +3% | +$370K | 1.9% | 6 |
|
|
2022
Q4 | $9.76M | Buy |
175,677
+12,172
| +7% | +$676K | 1.87% | 8 |
|
|
2022
Q3 | $9.13M | Sell |
163,505
-2,553
| -2% | -$142K | 1.81% | 8 |
|
|
2022
Q2 | $9.63M | Buy |
166,058
+10,159
| +7% | +$589K | 1.91% | 8 |
|
|
2022
Q1 | $11.7M | Buy |
+155,899
| New | +$11.7M | 1.87% | 7 |
|
|
2021
Q3 | – | Sell |
-224
| Closed | -$33K | – | 639 |
|
|
2021
Q2 | $33K | Buy |
224
+30
| +15% | +$4.42K | 0.01% | 564 |
|
|
2021
Q1 | $25K | Buy |
+194
| New | +$25K | ﹤0.01% | 612 |
|