WRPWM
Werba Rubin Papier Wealth Management’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 | $2.48M | Sell |
84,760
-703
| -0.8% | -$20.5K | 0.47% | 37 |
|
|
2025
Q1 | $2.14M | Sell |
85,463
-39,941
| -32% | -$1M | 0.47% | 38 |
|
|
2024
Q4 | $3.5M | Buy |
125,404
+92,272
| +278% | +$2.57M | 0.82% | 21 |
|
|
2024
Q3 | $3.45M | Sell |
33,132
-3,974
| -11% | -$414K | 0.81% | 21 |
|
|
2024
Q2 | $3.74M | Sell |
37,106
-6,007
| -14% | -$606K | 1.03% | 15 |
|
|
2024
Q1 | $4M | Sell |
43,113
-259
| -0.6% | -$24K | 1.16% | 14 |
|
|
2023
Q4 | $3.6M | Buy |
43,372
+8,369
| +24% | +$694K | 1.22% | 13 |
|
|
2023
Q3 | $2.55M | Buy |
35,003
+2,049
| +6% | +$149K | 0.91% | 23 |
|
|
2023
Q2 | $2.47M | Buy |
32,954
+21,035
| +176% | +$1.58M | 0.86% | 21 |
|
|
2023
Q1 | $777K | Buy |
11,919
+6,527
| +121% | +$425K | 0.31% | 43 |
|
|
2022
Q4 | $300K | Buy |
+5,392
| New | +$300K | 0.12% | 70 |
|