WealthShield Partners’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 | $17M | Sell |
|
|||||
|
2025
Q1 | $14.6M | Buy |
|
|||||
|
2024
Q4 | $15.9M | Sell |
|
|||||
|
2024
Q3 | $15.5M | Sell |
|
|||||
|
2024
Q2 | $15.9M | Sell |
|
|||||
|
2024
Q1 | $14.8M | Sell |
|
|||||
|
2023
Q4 | $14.7M | Buy |
|
|||||
|
2023
Q3 | $12.3M | Sell |
|
|||||
|
2023
Q2 | $14M | Buy |
|
|||||
|
2023
Q1 | $11.8M | Buy |
|
|||||
|
2022
Q4 | $9.76M | Buy |
|
|||||
|
2022
Q3 | $9.13M | Sell |
|
|||||
|
2022
Q2 | $9.63M | Buy |
|
|||||
|
2022
Q1 | $11.7M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $33K | Buy |
|
|||||
|
2021
Q1 | $25K | Buy |
|