Werba Rubin Papier Wealth Management’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 | $2.48M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $3.5M | Sell |
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|
2024
Q3 | $3.45M | Sell |
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|
2024
Q2 | $3.74M | Sell |
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|
2024
Q1 | $4M | Sell |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $777K | Buy |
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|
2022
Q4 | $300K | Buy |
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