Wealthspire Advisors (New York)’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 | $6.3M | Buy |
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|
2025
Q2 | $5.66M | Buy |
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|
2025
Q1 | $4.7M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $779K | Buy |
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|
2024
Q1 | $688K | Sell |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $577K | Buy |
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|
2023
Q2 | $578K | Buy |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $321K | Buy |
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